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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 18-Jun-24 6:58 PM View:  | Smartsheet Inc (SMAR) | 14-Jun-24 | Option Exercise | 4,401 | -- | -- | 15% 28.67K to 33.07K | |
| 06-Jul-23 6:11 PM View: | Sofi Technologies, Inc. (SOFI) | 04-Jul-23 | Option Exercise | 31,122 | -- | -- | 9% 348.56K to 379.68K | |
| 27-Jun-23 9:23 PM View: | Zuora Inc (ZUO) | 27-Jun-23 | Grant | 16,218 | -- | -- | 9% 174.8K to 191.02K | |
| 24-Jun-22 7:36 PM View: | Zuora Inc (ZUO) | 21-Jun-22 | Grant | 19,422 | -- | -- | 12% 155.38K to 174.8K | |
| 22-Jun-22 6:17 PM View: | Smartsheet Inc (SMAR) | 17-Jun-22 | Option Exercise | 2,952 | -- | -- | 14% 20.55K to 23.5K | |
| 23-Dec-21 5:25 PM View: | Smartsheet Inc (SMAR) | 22-Dec-21 | Private Sale | 10,000 | $79.00 | $790,000.00 | (33%) 30.55K to 20.55K | |
| 08-Dec-21 6:00 PM View: | Zuora Inc (ZUO) | 07-Dec-21 | Private Sale (Planned) | 23,185 | $19.58 | $453,874.00 | (30%) 77.0K to 53.81K | |
| 15-Oct-21 4:14 PM View: | Zuora Inc (ZUO) | 13-Oct-21 | Private Sale (Planned) | 4,637 | $19.00 | $88,103.00 | (6%) 81.64K to 77.0K | |
| 24-Sep-21 10:00 PM View: | Smartsheet Inc (SMAR) | 23-Sep-21 | Private Sale | 10,000 | $77.00 | $770,016.00 | (25%) 40.55K to 30.55K | |
| 07-Sep-21 6:39 PM View: | Zuora Inc (ZUO) | 02-Sep-21 | Private Sale (Planned) | 4,637 | $18.02 | $83,547.10 | (5%) 86.27K to 81.64K | |
| 01-Sep-21 5:34 PM View: | Zuora Inc (ZUO) | 30-Aug-21 | Private Sale (Planned) | 4,637 | $17.00 | $78,829.00 | (5%) 90.91K to 86.27K | |
| 28-Mar-22 10:00 PM View: | Zuora Inc (ZUO) | 09-Jul-21 | Option Exercise | 101,561 | -- | -- | 189% 53.81K to 155.38K | |
| 08-Jul-21 7:32 PM View: | Smartsheet Inc (SMAR) | 07-Jul-21 | Private Sale | 10,000 | $76.86 | $768,596.00 | (20%) 50.55K to 40.55K | |
| 24-Jun-21 4:19 PM View: | Zuora Inc (ZUO) | 22-Jun-21 | Grant | 10,115 | -- | -- | 13% 80.8K to 90.91K | |
| 22-Jun-21 7:37 PM View: | Smartsheet Inc (SMAR) | 18-Jun-21 | Sale | 10,000 | $71.00 | $710,007.00 | (17%) 60.55K to 50.55K | |
| 21-Jun-21 7:06 PM View: | Smartsheet Inc (SMAR) | 17-Jun-21 | Option Exercise | 3,032 | -- | -- | 4% 67.52K to 70.55K | |
| 22-Jun-21 7:37 PM View: | Smartsheet Inc (SMAR) | 17-Jun-21 | Private Sale | 10,000 | $67.02 | $670,172.00 | (14%) 70.55K to 60.55K | |
| 02-Jun-21 9:24 PM View: | Sofi Technologies, Inc. (SOFI) | 28-May-21 | Grant | 348,560 | -- | -- | 100% 0 to 348.56K | |
| 02-Jun-21 9:24 PM View: | Sofi Technologies, Inc. (SOFI) | 28-May-21 | Grant | 463,538 | -- | -- | 133% 348.56K to 812.1K | |
| 19-Apr-21 8:37 PM View: | Smartsheet Inc (SMAR) | 06-Apr-21 | Private Sale | 10,000 | $65.86 | $658,565.00 | (13%) 77.52K to 67.52K | |
| 25-Jun-20 7:26 PM View: | Zuora Inc (ZUO) | 23-Jun-20 | Grant | 11,244 | -- | -- | 16% 69.55K to 80.8K | |
| 16-Jun-20 7:47 PM View: | Smartsheet Inc (SMAR) | 12-Jun-20 | Option Exercise | 3,519 | -- | -- | 4% 81.51K to 85.03K | |
| 16-Jun-20 7:47 PM View: | Smartsheet Inc (SMAR) | 12-Jun-20 | Option Sale | 3,519 | $45.52 | $160,195.00 | (4%) 85.03K to 81.51K | |
| 16-Jun-20 7:47 PM View: | Smartsheet Inc (SMAR) | 12-Jun-20 | Sale | 3,991 | $45.52 | $181,681.00 | (5%) 81.51K to 77.52K | |
| 18-Jun-19 8:23 PM View: | Zuora Inc (ZUO) | 18-Jun-19 | Grant | 9,578 | -- | -- | 221% 4.33K to 13.91K | |
| 18-Jun-19 8:23 PM View: | Zuora Inc (ZUO) | 15-Jun-19 | Option Exercise | 4,331 | -- | -- | 100% 0 to 4.33K | |
| 11-Feb-20 10:00 PM View: | Zuora Inc (ZUO) | 05-Jun-19 | Conversion | 55,643 | -- | -- | 400% 13.91K to 69.55K | |
| 30-Apr-19 6:07 PM View: | Smartsheet Inc (SMAR) | 26-Apr-19 | Option Exercise | 10,000 | -- | -- | 14% 71.51K to 81.51K | |
| 15-Apr-19 9:28 PM View: | Smartsheet Inc (SMAR) | 12-Apr-19 | Conversion | 71,512 | -- | -- | 100% 0 to 71.51K | |
| 19-Jun-18 7:09 PM View: | Rpx Corp (RPXC) | 19-Jun-18 | Disposition | 15,760 | -- | -- | (34%) 46.37K to 30.61K | |
| 19-Jun-18 7:09 PM View: | Rpx Corp (RPXC) | 19-Jun-18 | Disposition (change in control) | 30,609 | -- | -- | (100%) 30.61K to 0 | |
| 15-Jun-17 7:08 PM View: | Rpx Corp (RPXC) | 13-Jun-17 | Grant | 18,590 | -- | -- | 112% 16.67K to 35.26K | |
| 17-Mar-17 8:42 PM View: | Rpx Corp (RPXC) | 15-Mar-17 | Grant | 16,667 | -- | -- | 100% 0 to 16.67K | |
| 12-Nov-04 7:59 PM View: | Salesforce.com (CRM) | 10-Nov-04 | Grant | 7,500 | $19.53 | $146,475.00 | < 1% 2.11M to 2.12M | 3665% |
| 04-Oct-04 4:48 PM View: | Salesforce.com (CRM) | 30-Sep-04 | Grant | 12,500 | $15.63 | $195,375.00 | < 1% 2.1M to 2.11M | 4605% |
| 03-Aug-04 10:00 PM View: | Salesforce.com (CRM) | 02-Aug-04 | Grant | 6,250 | -- | -- | < 1% 2.09M to 2.1M | |
| 30-Jun-04 12:01 PM View: | Salesforce.com (CRM) | 28-Jun-04 | Conversion | 1,666,660 | -- | -- | 394% 422.5K to 2.09M |