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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 17-Jul-24 6:56 PM View:  | Autodesk, Inc. (ADSK) | 16-Jul-24 | Grant | 1,385 | -- | -- | 11% 12.15K to 13.54K | |
| 03-Jul-24 5:26 PM View: | Colgate-Palmolive Co. (CL) | 01-Jul-24 | Grant | 274 | $95.61 | $26,197.10 | < 1% 34.39K to 34.66K | |
| 20-Jun-24 5:38 PM View: | Asana, Inc. (ASAN) | 17-Jun-24 | Grant | 14,583 | -- | -- | 13% 109.53K to 124.11K | |
| 13-Jun-24 4:32 PM View: | Hubspot Inc (HUBS) | 11-Jun-24 | Grant | 412 | -- | -- | 22% 1.86K to 2.27K | |
| 15-May-24 4:07 PM View: | Colgate-Palmolive Co. (CL) | 13-May-24 | Grant | 1,905 | -- | -- | 6% 32.37K to 34.27K | |
| 03-May-24 4:31 PM View: | Asana, Inc. (ASAN) | 01-May-24 | Grant | 988 | -- | -- | < 1% 108.54K to 109.53K | |
| 03-Apr-24 4:13 PM View: | Colgate-Palmolive Co. (CL) | 01-Apr-24 | Grant | 297 | $88.36 | $26,242.90 | < 1% 32.02K to 32.32K | (5%) |
| 05-Feb-24 5:23 PM View: | Asana, Inc. (ASAN) | 01-Feb-24 | Grant | 845 | -- | -- | < 1% 107.7K to 108.54K | |
| 04-Jan-24 4:16 PM View: | Colgate-Palmolive Co. (CL) | 02-Jan-24 | Grant | 335 | $78.18 | $26,190.30 | 1% 31.5K to 31.84K | |
| 04-Dec-23 4:12 PM View: | Hubspot Inc (HUBS) | 30-Nov-23 | Market Sale (Planned) | 350 | $500.00 | $175,000.00 | (16%) 2.21K to 1.86K | (5%) |
| 06-Nov-23 4:22 PM View: | Colgate-Palmolive Co. (CL) | 02-Nov-23 | Option Exercise | 6,329 | $62.04 | $392,651.00 | 20% 31.31K to 37.64K | |
| 06-Nov-23 4:22 PM View: | Colgate-Palmolive Co. (CL) | 02-Nov-23 | Option Sale | 6,329 | $74.56 | $471,919.00 | (17%) 37.64K to 31.31K | |
| 03-Nov-23 5:58 PM View: | Asana, Inc. (ASAN) | 01-Nov-23 | Grant | 796 | -- | -- | < 1% 106.9K to 107.7K | |
| 04-Oct-23 4:18 PM View: | Colgate-Palmolive Co. (CL) | 02-Oct-23 | Grant | 360 | $72.76 | $26,193.60 | 1% 30.95K to 31.31K | |
| 02-Oct-23 10:00 PM View: | Autodesk, Inc. (ADSK) | 29-Sep-23 | Sale | 2,148 | $209.71 | $450,457.00 | (15%) 14.3K to 12.15K | |
| 03-Aug-23 5:28 PM View: | Asana, Inc. (ASAN) | 01-Aug-23 | Grant | 604 | -- | -- | < 1% 106.3K to 106.9K | |
| 06-Jul-23 4:06 PM View: | Colgate-Palmolive Co. (CL) | 03-Jul-23 | Grant | 343 | $76.32 | $26,177.80 | 1% 30.41K to 30.76K | |
| 23-Jun-23 8:58 PM View: | Autodesk, Inc. (ADSK) | 21-Jun-23 | Grant | 1,692 | -- | -- | 13% 12.61K to 14.3K | |
| 22-Jun-23 4:50 PM View: | Asana, Inc. (ASAN) | 21-Jun-23 | Sale (Planned) | 3,733 | $24.13 | $90,077.30 | (3%) 110.03K to 106.3K | |
| 22-Jun-23 4:50 PM View: | Asana, Inc. (ASAN) | 20-Jun-23 | Sale (Planned) | 6,200 | $25.01 | $155,062.00 | (5%) 116.23K to 110.03K | |
| 14-Jun-23 6:37 PM View: | Asana, Inc. (ASAN) | 12-Jun-23 | Grant | 7,753 | -- | -- | 7% 108.48K to 116.23K | |
| 07-Jun-23 5:59 PM View: | Hubspot Inc (HUBS) | 05-Jun-23 | Grant | 322 | -- | -- | 17% 1.89K to 2.21K | |
| 17-May-23 4:08 PM View: | Colgate-Palmolive Co. (CL) | 15-May-23 | Grant | 2,220 | -- | -- | 8% 28.19K to 30.41K | |
| 03-May-23 5:20 PM View: | Asana, Inc. (ASAN) | 01-May-23 | Grant | 926 | -- | -- | < 1% 107.55K to 108.48K | |
| 05-Apr-23 4:14 PM View: | Colgate-Palmolive Co. (CL) | 03-Apr-23 | Grant | 359 | $72.95 | $26,189.00 | 1% 27.67K to 28.03K | |
| 03-Feb-23 4:17 PM View: | Colgate-Palmolive Co. (CL) | 01-Feb-23 | Option Exercise | 5,703 | $71.65 | $408,620.00 | 21% 27.5K to 33.2K | |
| 03-Feb-23 4:17 PM View: | Colgate-Palmolive Co. (CL) | 01-Feb-23 | Option Sale | 5,703 | $74.13 | $422,770.00 | (17%) 33.2K to 27.5K | |
| 03-Feb-23 5:52 PM View: | Asana, Inc. (ASAN) | 01-Feb-23 | Grant | 1,008 | -- | -- | < 1% 107.24K to 108.25K | |
| 05-Jan-23 4:16 PM View: | Colgate-Palmolive Co. (CL) | 03-Jan-23 | Grant | 271 | $78.40 | $21,246.40 | < 1% 27.23K to 27.5K | |
| 03-Nov-22 5:22 PM View: | Asana, Inc. (ASAN) | 01-Nov-22 | Grant | 758 | $20.60 | $15,614.80 | < 1% 106.48K to 107.24K | |
| 05-Oct-22 7:59 PM View: | Colgate-Palmolive Co. (CL) | 03-Oct-22 | Grant | 280 | $75.71 | $21,198.80 | 1% 26.78K to 27.06K | |
| 10-Aug-22 9:16 PM View: | Asana, Inc. (ASAN) | 29-Jul-22 | Grant | 1,326 | $19.32 | $25,618.30 | 1% 105.15K to 106.48K | |
| 06-Jul-22 5:05 PM View: | Colgate-Palmolive Co. (CL) | 01-Jul-22 | Grant | 273 | $77.62 | $21,190.30 | 1% 26.36K to 26.63K | |
| 21-Jun-22 8:13 PM View: | Autodesk, Inc. (ADSK) | 16-Jun-22 | Grant | 2,141 | -- | -- | 20% 10.47K to 12.61K | |
| 10-Aug-22 9:16 PM View: | Asana, Inc. (ASAN) | 13-Jun-22 | Grant | 9,684 | -- | -- | 10% 95.47K to 105.15K | |
| 09-Jun-22 5:18 PM View: | Hubspot Inc (HUBS) | 07-Jun-22 | Grant | 430 | -- | -- | 30% 1.46K to 1.89K | |
| 11-May-22 4:34 PM View: | Colgate-Palmolive Co. (CL) | 09-May-22 | Grant | 2,317 | -- | -- | 10% 23.9K to 26.22K | |
| 10-Aug-22 9:16 PM View: | Asana, Inc. (ASAN) | 29-Apr-22 | Grant | 1,327 | $26.80 | $35,563.60 | 1% 94.14K to 95.47K | |
| 04-Apr-22 4:34 PM View: | Colgate-Palmolive Co. (CL) | 01-Apr-22 | Grant | 283 | $75.16 | $21,270.30 | 1% 23.62K to 23.9K | |
| 04-Feb-22 4:42 PM View: | Colgate-Palmolive Co. (CL) | 02-Feb-22 | Option Exercise | 5,389 | $71.76 | $386,715.00 | 23% 23.49K to 28.88K | |
| 04-Feb-22 4:42 PM View: | Colgate-Palmolive Co. (CL) | 02-Feb-22 | Option Sale | 5,389 | $82.75 | $445,953.00 | (19%) 28.88K to 23.49K | |
| 10-Aug-22 9:16 PM View: | Asana, Inc. (ASAN) | 31-Jan-22 | Grant | 326 | $52.48 | $17,108.50 | < 1% 93.82K to 94.14K | |
| 05-Jan-22 4:55 PM View: | Colgate-Palmolive Co. (CL) | 03-Jan-22 | Grant | 262 | $81.13 | $21,256.10 | 1% 23.23K to 23.49K | 5% |
| 03-Jan-22 4:59 PM View: | Autodesk, Inc. (ADSK) | 30-Dec-21 | Market Sale (Planned) | 4,930 | $281.84 | $1,389,470.00 | (32%) 15.4K to 10.47K | 1% |
| 16-Dec-21 4:03 PM View: | Hubspot Inc (HUBS) | 15-Dec-21 | Option Exercise | 2,136 | $48.66 | $103,938.00 | 63% 3.4K to 5.54K | |
| 16-Dec-21 4:03 PM View: | Hubspot Inc (HUBS) | 15-Dec-21 | Market Option Sale (Planned) | 2,136 | $690.48 | $1,474,870.00 | (39%) 5.54K to 3.4K | |
| 16-Dec-21 4:03 PM View: | Hubspot Inc (HUBS) | 15-Dec-21 | Market Sale (Planned) | 1,946 | $690.48 | $1,343,670.00 | (57%) 3.4K to 1.46K | |
| 08-Dec-21 6:27 PM View: | Asana, Inc. (ASAN) | 06-Dec-21 | Purchase (Planned) | 3,733 | $66.51 | $248,282.00 | 4% 85.33K to 89.06K | |
| 10-Aug-22 9:16 PM View: | Asana, Inc. (ASAN) | 29-Oct-21 | Grant | 114 | $135.80 | $15,481.20 | < 1% 89.97K to 90.08K | |
| 05-Oct-21 6:30 PM View: | Colgate-Palmolive Co. (CL) | 01-Oct-21 | Grant | 276 | $76.91 | $21,227.20 | 1% 22.83K to 23.1K | (2%) |