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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 14-Nov-24 7:12 PM View:  | Box Inc (BOX) | 13-Nov-24 | Sale (Planned) | 2,978 | $35.00 | $104,230.00 | (3%) 109.05K to 106.07K | |
| 14-Nov-24 7:12 PM View: | Box Inc (BOX) | 12-Nov-24 | Private Sale (Planned) | 3,548 | $35.00 | $124,180.00 | (3%) 112.6K to 109.05K | |
| 30-Aug-24 5:30 PM View: | Box Inc (BOX) | 29-Aug-24 | Private Sale (Planned) | 11,526 | $32.58 | $375,517.00 | (9%) 124.13K to 112.6K | |
| 03-Jul-24 7:16 PM View: | Box Inc (BOX) | 02-Jul-24 | Grant | 7,590 | -- | -- | 7% 116.53K to 124.13K | |
| 29-Mar-24 5:23 PM View: | Box Inc (BOX) | 28-Mar-24 | Private Sale | 11,000 | $28.47 | $313,137.00 | (9%) 127.53K to 116.53K | |
| 29-Jun-23 5:11 PM View: | Box Inc (BOX) | 27-Jun-23 | Grant | 7,052 | -- | -- | 6% 120.48K to 127.53K | |
| 02-Jun-23 7:45 PM View: | Momentive Global Inc. (SVMK) | 31-May-23 | Disposition | 39,364 | -- | -- | (100%) 39.36K to 0 | |
| 10-Jan-23 5:32 PM View: | Box Inc (BOX) | 09-Jan-23 | Private Sale | 3,299 | $30.00 | $98,970.00 | (3%) 123.78K to 120.48K | |
| 04-Jan-23 8:45 PM View: | Box Inc (BOX) | 03-Jan-23 | Private Sale | 6,397 | $31.35 | $200,546.00 | (5%) 130.18K to 123.78K | |
| 22-Dec-22 4:40 PM View: | Box Inc (BOX) | 21-Dec-22 | Private Sale | 5,000 | $31.33 | $156,625.00 | (4%) 135.18K to 130.18K | |
| 15-Jul-22 5:37 PM View: | Box Inc (BOX) | 14-Jul-22 | Grant | 7,773 | -- | -- | 6% 127.41K to 135.18K | |
| 08-Jun-22 6:30 PM View: | Momentive Global Inc. (SVMK) | 07-Jun-22 | Grant | 10,050 | -- | -- | 34% 29.31K to 39.36K | |
| 03-Jun-22 7:35 PM View: | Domo, Inc. (DOMO) | 02-Jun-22 | Grant | 5,049 | -- | -- | 35% 14.23K to 19.28K | |
| 17-Mar-22 10:00 PM View: | Box Inc (BOX) | 17-Dec-21 | Gift | 1,170 | -- | -- | (< 1%) 128.58K to 127.41K | |
| 15-Oct-21 7:44 PM View: | Momentive Global Inc. (SVMK) | 15-Oct-21 | Option Exercise | 12,722 | $4.50 | $57,249.00 | 43% 29.31K to 42.04K | |
| 15-Oct-21 7:44 PM View: | Momentive Global Inc. (SVMK) | 15-Oct-21 | Planned Private Option Sale | 12,722 | $24.72 | $314,440.00 | (30%) 42.04K to 29.31K | |
| 08-Oct-21 8:07 PM View: | Momentive Global Inc. (SVMK) | 07-Oct-21 | Option Exercise | 12,444 | $4.50 | $55,998.00 | 42% 29.31K to 41.76K | |
| 08-Oct-21 8:07 PM View: | Momentive Global Inc. (SVMK) | 07-Oct-21 | Market Option Sale (Planned) | 12,444 | $21.21 | $263,891.00 | (30%) 41.76K to 29.31K | |
| 10-Sep-21 5:57 PM View: | Box Inc (BOX) | 09-Sep-21 | Grant | 7,949 | -- | -- | 7% 120.63K to 128.58K | |
| 09-Sep-21 4:28 PM View: | Momentive Global Inc. (SVMK) | 07-Sep-21 | Option Exercise | 12,444 | $4.50 | $55,998.00 | 42% 29.31K to 41.76K | |
| 09-Sep-21 4:28 PM View: | Momentive Global Inc. (SVMK) | 07-Sep-21 | Market Option Sale (Planned) | 12,444 | $21.10 | $262,571.00 | (30%) 41.76K to 29.31K | |
| 31-Aug-21 2:03 PM View: | Proofpoint Inc (PFPT) | 31-Aug-21 | Disposition | 14,461 | $176.00 | $2,545,140.00 | (100%) 14.46K to 0 | < 1% |
| 22-Jul-21 5:25 PM View: | Momentive Global Inc. (SVMK) | 20-Jul-21 | Option Exercise | 12,444 | $4.50 | $55,998.00 | 48% 25.86K to 38.3K | |
| 22-Jul-21 5:25 PM View: | Momentive Global Inc. (SVMK) | 20-Jul-21 | Market Option Sale (Planned) | 12,444 | $21.07 | $262,212.00 | (32%) 38.3K to 25.86K | |
| 12-Jul-21 6:29 PM View: | Proofpoint Inc (PFPT) | 08-Jul-21 | Grant | 1,619 | -- | -- | 13% 12.84K to 14.46K | |
| 23-Jun-21 6:27 PM View: | Domo, Inc. (DOMO) | 23-Jun-21 | Sale | 667 | $81.54 | $54,387.20 | (4%) 14.9K to 14.23K | |
| 23-Jun-21 6:27 PM View: | Domo, Inc. (DOMO) | 22-Jun-21 | Private Sale | 1,000 | $78.70 | $78,700.00 | (6%) 15.9K to 14.9K | |
| 17-Jun-21 7:54 PM View: | Momentive Global Inc. (SVMK) | 15-Jun-21 | Option Exercise | 12,444 | $4.50 | $55,998.00 | 48% 25.86K to 38.3K | |
| 17-Jun-21 7:54 PM View: | Momentive Global Inc. (SVMK) | 15-Jun-21 | Market Option Sale (Planned) | 12,444 | $21.33 | $265,372.00 | (32%) 38.3K to 25.86K | |
| 11-Jun-21 4:55 PM View: | Momentive Global Inc. (SVMK) | 10-Jun-21 | Option Exercise | 37,332 | $4.50 | $167,994.00 | 144% 25.86K to 63.19K | |
| 11-Jun-21 4:55 PM View: | Momentive Global Inc. (SVMK) | 10-Jun-21 | Market Option Sale (Planned) | 37,332 | $21.00 | $784,073.00 | (59%) 63.19K to 25.86K | (1%) |
| 03-Jun-21 5:12 PM View: | Domo, Inc. (DOMO) | 02-Jun-21 | Grant | 2,257 | -- | -- | 17% 13.64K to 15.9K | |
| 24-Feb-21 7:45 PM View: | Momentive Global Inc. (SVMK) | 16-Feb-21 | Option Exercise | 12,444 | $4.50 | $55,998.00 | 48% 25.86K to 38.3K | |
| 24-Feb-21 7:45 PM View: | Momentive Global Inc. (SVMK) | 16-Feb-21 | Market Option Sale (Planned) | 12,444 | $22.23 | $276,634.00 | (32%) 38.3K to 25.86K | 4% |
| 14-Dec-20 5:49 PM View: | Domo, Inc. (DOMO) | 11-Dec-20 | Private Sale | 4,699 | $46.50 | $218,504.00 | (26%) 18.34K to 13.64K | |
| 19-Oct-20 7:28 PM View: | Proofpoint Inc (PFPT) | 19-Oct-20 | Option Exercise | 7,646 | $4.88 | $37,312.50 | 147% 5.2K to 12.84K | |
| 03-Sep-20 8:00 PM View: | Domo, Inc. (DOMO) | 01-Sep-20 | Grant | 10,004 | -- | -- | 120% 8.33K to 18.34K | |
| 21-Aug-20 7:10 PM View: | Momentive Global Inc. (SVMK) | 20-Aug-20 | Option Exercise | 3,000 | $4.50 | $13,500.00 | 12% 25.86K to 28.86K | |
| 21-Aug-20 7:10 PM View: | Momentive Global Inc. (SVMK) | 20-Aug-20 | Market Option Sale | 3,000 | $23.00 | $69,000.00 | (10%) 28.86K to 25.86K | 7% |
| 17-Jul-20 4:30 PM View: | Proofpoint Inc (PFPT) | 15-Jul-20 | Grant | 1,863 | -- | -- | 56% 3.33K to 5.2K | |
| 16-Jul-20 4:24 PM View: | Box Inc (BOX) | 15-Jul-20 | Grant | 10,060 | -- | -- | 9% 110.57K to 120.63K | |
| 13-Jul-20 4:32 PM View: | Proofpoint Inc (PFPT) | 10-Jul-20 | Market Sale (Planned) | 4,758 | $120.71 | $574,349.00 | (59%) 8.09K to 3.33K | (46%) |
| 10-Jul-20 6:18 PM View: | Box Inc (BOX) | 10-Jul-20 | Sale | 3,000 | $20.90 | $62,700.00 | (3%) 113.57K to 110.57K | |
| 10-Jul-20 6:18 PM View: | Box Inc (BOX) | 08-Jul-20 | Private Sale | 3,000 | $21.18 | $63,543.60 | (3%) 116.57K to 113.57K | |
| 09-Jul-20 4:28 PM View: | Domo, Inc. (DOMO) | 07-Jul-20 | Private Sale | 5,000 | $36.75 | $183,750.00 | (37%) 13.33K to 8.33K | |
| 24-Jun-20 8:40 PM View: | Domo, Inc. (DOMO) | 23-Jun-20 | Market Sale | 6,666 | $31.00 | $206,646.00 | (33%) 20.0K to 13.33K | 5% |
| 10-Jun-20 6:30 PM View: | Proofpoint Inc (PFPT) | 09-Jun-20 | Market Sale | 2,536 | $116.00 | $294,176.00 | (24%) 10.63K to 8.09K | (52%) |
| 08-Jun-20 8:57 PM View: | Momentive Global Inc. (SVMK) | 04-Jun-20 | Grant | 4,535 | -- | -- | 21% 21.32K to 25.86K | |
| 21-Feb-20 8:00 PM View: | Momentive Global Inc. (SVMK) | 19-Feb-20 | Option Exercise | 68,500 | $4.50 | $308,250.00 | 321% 21.32K to 89.82K | |
| 21-Feb-20 8:00 PM View: | Momentive Global Inc. (SVMK) | 19-Feb-20 | Market Option Sale | 68,500 | $21.29 | $1,458,240.00 | (76%) 89.82K to 21.32K | (< 1%) |