Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| INTUIT INC. | 497 | reported | 23 Jan 2026 | tx 4+1,791 |
| Zoom Communications, Inc. | 0 | reported | 05 May 2026 | tx 1530+28,995,698−55,454,609 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 04 May 2026 | CONVERSION | Zoom Communications, Inc. | 12,100 | 0.00 USD | 10b5-1 |
| 04 May 2026 | SALE | Zoom Communications, Inc. | 217 | 104.00 USD | 10b5-1 |
| 04 May 2026 | SALE | Zoom Communications, Inc. | 1,024 | 105.04 USD | 10b5-1 |
| 04 May 2026 | SALE | Zoom Communications, Inc. | 2,097 | 106.23 USD | 10b5-1 |
| 04 May 2026 | SALE | Zoom Communications, Inc. | 8,466 | 106.91 USD | 10b5-1 |
| 04 May 2026 | SALE | Zoom Communications, Inc. | 296 | 107.73 USD | 10b5-1 |
| 05 May 2026 | CONVERSION | Zoom Communications, Inc. | 12,100 | 0.00 USD | 10b5-1 |
| 05 May 2026 | SALE | Zoom Communications, Inc. | 1,731 | 106.13 USD | 10b5-1 |
| 05 May 2026 | SALE | Zoom Communications, Inc. | 1,842 | 107.18 USD | 10b5-1 |
| 05 May 2026 | SALE | Zoom Communications, Inc. | 1,917 | 108.22 USD | 10b5-1 |
| 05 May 2026 | SALE | Zoom Communications, Inc. | 6,610 | 109.07 USD | 10b5-1 |
| 04 May 2026 | CONVERSION | Zoom Communications, Inc. | 12,100 | 0.00 USD | 10b5-1deriv |
| 04 May 2026 | CONVERSION | Zoom Communications, Inc. | 12,100 | 0.00 USD | 10b5-1deriv |
| 27 Feb 2026 | GRANT_AWARD | Zoom Communications, Inc. | 6,460 | 0.00 USD | deriv |
| 02 Feb 2026 | CONVERSION | Zoom Communications, Inc. | 12,100 | 0.00 USD | |
| 02 Feb 2026 | SALE | Zoom Communications, Inc. | 468 | 90.91 USD | |
| 02 Feb 2026 | SALE | Zoom Communications, Inc. | 1,249 | 91.89 USD | |
| 02 Feb 2026 | SALE | Zoom Communications, Inc. | 6,732 | 92.92 USD | |
| 02 Feb 2026 | SALE | Zoom Communications, Inc. | 3,651 | 93.82 USD | |
| 03 Feb 2026 | CONVERSION | Zoom Communications, Inc. | 12,100 | 0.00 USD | |
| 03 Feb 2026 | SALE | Zoom Communications, Inc. | 6,829 | 88.50 USD | |
| 03 Feb 2026 | SALE | Zoom Communications, Inc. | 2,562 | 89.50 USD | |
| 03 Feb 2026 | SALE | Zoom Communications, Inc. | 1,129 | 90.41 USD | |
| 03 Feb 2026 | SALE | Zoom Communications, Inc. | 1,312 | 91.56 USD | |
| 03 Feb 2026 | SALE | Zoom Communications, Inc. | 134 | 92.22 USD |