Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| MICROSOFT CORP | 103,366.46 | reported | 12 Nov 2024 | tx 19+192,481−88,365.1 |
| Vertex, Inc. | 60,000 | reported | 23 Feb 2026 | tx 2+1,360,728 |
| Snap Inc | 46,645 | reported | 19 Jul 2020 | tx 6+70,863 |
| AMERICAN EXPRESS CO | 20,811.843 | reported | 05 May 2026 | tx 40+19,572.815 |
| Rapid7, Inc. | 15,174 | reported | 13 Jun 2016 | tx 4+54,055−31,990 |
| QUALCOMM INC/DE | 2,116.96 | reported | 31 Dec 2025 | tx 3+2,088 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 05 May 2026 | GRANT_AWARD | AMERICAN EXPRESS CO | 742.115 | 0.00 USD | deriv |
| 23 Feb 2026 | PURCHASE | Vertex, Inc. | 60,000 | 12.18 USD | |
| 31 Dec 2025 | GRANT_AWARD | QUALCOMM INC/DE | 168 | 0.00 USD | |
| 31 Dec 2025 | GRANT_AWARD | AMERICAN EXPRESS CO | 105.64 | 378.66 USD | deriv |
| 01 Dec 2025 | GRANT_AWARD | Vertex, Inc. | 1,300,728 | 0.00 USD | deriv |
| 30 Sept 2025 | GRANT_AWARD | AMERICAN EXPRESS CO | 119.28 | 335.36 USD | deriv |
| 30 Sept 2025 | GRANT_AWARD | QUALCOMM INC/DE | 172 | 0.00 USD | |
| 30 Jun 2025 | GRANT_AWARD | AMERICAN EXPRESS CO | 132.39 | 302.15 USD | deriv |
| 12 May 2025 | GRANT_AWARD | QUALCOMM INC/DE | 1,748 | 0.00 USD | |
| 29 Apr 2025 | GRANT_AWARD | AMERICAN EXPRESS CO | 948.47 | 0.00 USD | deriv |
| 31 Mar 2025 | GRANT_AWARD | AMERICAN EXPRESS CO | 149.37 | 267.80 USD | deriv |
| 31 Dec 2024 | GRANT_AWARD | AMERICAN EXPRESS CO | 133.55 | 299.52 USD | deriv |
| 11 Nov 2024 | TAX_WITHHOLDING | MICROSOFT CORP | 10,531.81 | 422.54 USD | |
| 12 Nov 2024 | SALE | MICROSOFT CORP | 7,200 | 423.66 USD | |
| 30 Sept 2024 | GRANT_AWARD | AMERICAN EXPRESS CO | 151.89 | 263.35 USD | deriv |
| 16 Sept 2024 | GRANT_AWARD | MICROSOFT CORP | 8,990 | 0.00 USD | |
| 03 Sept 2024 | TAX_WITHHOLDING | MICROSOFT CORP | 14,162.02 | 417.14 USD | |
| 03 Sept 2024 | GRANT_AWARD | MICROSOFT CORP | 19,573 | 0.00 USD | |
| 30 Jun 2024 | GRANT_AWARD | AMERICAN EXPRESS CO | 174.85 | 228.77 USD | deriv |
| 06 May 2024 | GRANT_AWARD | AMERICAN EXPRESS CO | 955.28 | 0.00 USD | deriv |
| 31 Mar 2024 | GRANT_AWARD | AMERICAN EXPRESS CO | 166.63 | 223.97 USD | deriv |
| 29 Feb 2024 | TAX_WITHHOLDING | MICROSOFT CORP | 2,806.56 | 407.72 USD | |
| 31 Dec 2023 | GRANT_AWARD | AMERICAN EXPRESS CO | 200.69 | 180.63 USD | deriv |
| 13 Nov 2023 | TAX_WITHHOLDING | MICROSOFT CORP | 10,302.72 | 369.67 USD | |
| 29 Sept 2023 | GRANT_AWARD | AMERICAN EXPRESS CO | 232.51 | 155.91 USD | deriv |