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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 | -- | -- | 22% 20.46K to 24.86K | |
| 15-Jun-23 4:35 PM View: | Smartsheet Inc (SMAR) | 13-Jun-23 | Private Purchase | 3,800 | $39.38 | $149,644.00 | 33% 11.5K to 15.3K | |
| 05-Dec-22 5:50 PM View: | Smartsheet Inc (SMAR) | 02-Dec-22 | Option Exercise | 1,839 | -- | -- | 19% 9.66K to 11.5K | |
| 22-Jun-22 6:37 PM View: | Smartsheet Inc (SMAR) | 17-Jun-22 | Option Exercise | 2,952 | -- | -- | 44% 6.71K to 9.66K | |
| 07-Dec-21 7:53 PM View: | Smartsheet Inc (SMAR) | 03-Dec-21 | Option Exercise | 1,839 | -- | -- | 38% 4.87K to 6.71K | |
| 21-Jun-21 7:25 PM View: | Smartsheet Inc (SMAR) | 17-Jun-21 | Option Exercise | 3,032 | -- | -- | 165% 1.84K to 4.87K | |
| 04-Dec-20 4:57 PM View: | Smartsheet Inc (SMAR) | 03-Dec-20 | Option Exercise | 1,839 | -- | -- | 100% 0 to 1.84K | |
| 07-Nov-18 3:59 PM View: | Automatic Data Processing, ... (ADP) | 06-Nov-18 | Grant | 2,188 | -- | -- | 16% 14.08K to 16.27K | |
| 05-Nov-18 8:37 PM View: | CA, Inc. (CA) | 05-Nov-18 | Disposition | 403,382 | -- | -- | (100%) 403.38K to 0 | |
| 05-Jun-18 4:15 PM View: | CA, Inc. (CA) | 01-Jun-18 | Option Exercise | 70,000 | $22.82 | $1,597,400.00 | 17% 419.55K to 489.55K | |
| 05-Jun-18 4:15 PM View: | CA, Inc. (CA) | 01-Jun-18 | Market Option Sale (Planned) | 70,000 | $36.00 | $2,520,070.00 | (14%) 489.55K to 419.55K | |
| 05-Jun-18 4:15 PM View: | CA, Inc. (CA) | 01-Jun-18 | Market Sale (Planned) | 16,163 | $36.00 | $581,884.00 | (4%) 419.55K to 403.38K | |
| 31-May-18 6:09 PM View: | CA, Inc. (CA) | 29-May-18 | Payment of Exercise | 8,757 | $35.28 | $308,947.00 | (2%) 428.3K to 419.55K | |
| 17-May-18 8:40 PM View: | CA, Inc. (CA) | 15-May-18 | Grant | 259,059 | -- | -- | 91% 285.65K to 544.71K | |
| 17-May-18 8:40 PM View: | CA, Inc. (CA) | 15-May-18 | Payment of Exercise | 116,409 | $35.28 | $4,106,910.00 | (21%) 544.71K to 428.3K | |
| 08-Nov-17 5:09 PM View: | Automatic Data Processing, ... (ADP) | 07-Nov-17 | Grant | 2,572 | -- | -- | 22% 11.51K to 14.08K | |
| 13-Sep-17 6:37 PM View: | CA, Inc. (CA) | 11-Sep-17 | Market Sale (Planned) | 71,235 | $33.38 | $2,377,900.00 | (20%) 356.89K to 285.65K | 3% |
| 05-Jun-17 6:11 PM View: | CA, Inc. (CA) | 02-Jun-17 | Payment of Exercise | 7,711 | $32.19 | $248,217.00 | (2%) 364.6K to 356.89K | < 1% |
| 30-May-17 5:45 PM View: | CA, Inc. (CA) | 26-May-17 | Payment of Exercise | 9,222 | $31.82 | $293,444.00 | (2%) 373.82K to 364.6K | (< 1%) |
| 17-May-17 6:42 PM View: | CA, Inc. (CA) | 15-May-17 | Grant | 224,672 | -- | -- | 93% 240.31K to 464.99K | |
| 17-May-17 6:42 PM View: | CA, Inc. (CA) | 15-May-17 | Payment of Exercise | 91,166 | $31.69 | $2,889,050.00 | (20%) 464.99K to 373.82K | (< 1%) |
| 09-Nov-16 3:53 PM View: | Automatic Data Processing, ... (ADP) | 08-Nov-16 | Grant | 3,181 | -- | -- | 38% 8.33K to 11.51K | |
| 06-Jun-16 5:25 PM View: | CA, Inc. (CA) | 02-Jun-16 | Payment of Exercise | 7,712 | $32.80 | $252,954.00 | (3%) 248.03K to 240.31K | 5% |
| 01-Jun-16 6:06 PM View: | CA, Inc. (CA) | 27-May-16 | Payment of Exercise | 9,502 | $32.07 | $304,729.00 | (4%) 257.53K to 248.03K | 3% |
| 17-May-16 9:25 PM View: | CA, Inc. (CA) | 15-May-16 | Grant | 167,318 | -- | -- | 114% 146.24K to 313.56K | |
| 17-May-16 9:25 PM View: | CA, Inc. (CA) | 15-May-16 | Payment of Exercise | 56,028 | $31.53 | $1,766,560.00 | (18%) 313.56K to 257.53K | 2% |
| 08-Jan-16 4:41 PM View: | CA, Inc. (CA) | 07-Jan-16 | Payment of Exercise | 10,903 | $26.38 | $287,621.00 | (7%) 157.14K to 146.24K | (16%) |
| 12-Nov-15 9:09 AM View: | Automatic Data Processing, ... (ADP) | 10-Nov-15 | Grant | 2,990 | -- | -- | 56% 5.34K to 8.33K | |
| 04-Jun-15 4:29 PM View: | CA, Inc. (CA) | 02-Jun-15 | Payment of Exercise | 7,945 | $29.90 | $237,556.00 | (5%) 165.09K to 157.14K | (< 1%) |
| 02-Jun-15 5:58 PM View: | CA, Inc. (CA) | 29-May-15 | Grant | 54,187 | -- | -- | 49% 110.9K to 165.09K | |
| 08-Jan-15 4:06 PM View: | CA, Inc. (CA) | 07-Jan-15 | Payment of Exercise | 10,874 | $30.62 | $332,962.00 | (9%) 121.77K to 110.9K | 3% |
| 12-Nov-14 12:50 PM View: | Automatic Data Processing, ... (ADP) | 12-Nov-14 | Grant | 318 | -- | -- | 6% 5.02K to 5.34K | |
| 12-Nov-14 12:50 PM View: | Automatic Data Processing, ... (ADP) | 11-Nov-14 | Grant | 2,707 | -- | -- | 117% 2.31K to 5.02K | |
| 04-Jun-14 4:20 PM View: | CA, Inc. (CA) | 02-Jun-14 | Grant | 45,311 | -- | -- | 59% 76.46K to 121.77K | |
| 02-Apr-14 7:21 PM View: | ShoreTel, Inc. (SHOR) | 31-Mar-14 | Grant | 698 | -- | -- | 1% 68.77K to 69.46K | |
| 09-Jan-14 4:06 PM View: | CA, Inc. (CA) | 07-Jan-14 | Payment of Exercise | 11,180 | $33.45 | $373,971.00 | (13%) 87.64K to 76.46K | 14% |
| 02-Jan-14 9:04 PM View: | ShoreTel, Inc. (SHOR) | 31-Dec-13 | Grant | 1,940 | -- | -- | 3% 66.83K to 68.77K | |
| 04-Nov-13 7:59 PM View: | ShoreTel, Inc. (SHOR) | 02-Nov-13 | Option Exercise | 5,600 | -- | -- | 9% 61.23K to 66.83K | |
| 01-Oct-13 5:56 PM View: | ShoreTel, Inc. (SHOR) | 30-Sep-13 | Grant | 2,980 | -- | -- | 5% 58.25K to 61.23K | |
| 01-Jul-13 12:35 PM View: | ShoreTel, Inc. (SHOR) | 28-Jun-13 | Grant | 4,466 | -- | -- | 8% 53.78K to 58.25K | |
| 01-Apr-13 6:12 PM View: | ShoreTel, Inc. (SHOR) | 29-Mar-13 | Grant | 4,959 | -- | -- | 10% 48.82K to 53.78K | |
| 09-Jan-13 4:07 PM View: | CA, Inc. (CA) | 07-Jan-13 | Grant | 87,642 | -- | -- | 100% 0 to 87.64K | |
| 31-Dec-12 7:41 PM View: | ShoreTel, Inc. (SHOR) | 31-Dec-12 | Grant | 4,245 | -- | -- | 10% 44.58K to 48.82K | |
| 01-Oct-12 12:01 PM View: | ShoreTel, Inc. (SHOR) | 28-Sep-12 | Grant | 4,401 | -- | -- | 11% 40.17K to 44.58K | |
| 02-Jul-12 12:08 PM View: | ShoreTel, Inc. (SHOR) | 29-Jun-12 | Grant | 4,110 | -- | -- | 11% 36.06K to 40.17K | |
| 10-Apr-12 1:01 PM View: | Taleo Corp. (TLEO) | 05-Apr-12 | Disposition | 224,857 | -- | -- | (100%) 224.86K to 0 | |
| 04-Apr-12 2:55 PM View: | Taleo Corp. (TLEO) | 01-Apr-12 | Payment of Exercise | 7,963 | $45.97 | $366,059.00 | (3%) 232.82K to 224.86K | (< 1%) |
| 02-Apr-12 9:34 AM View: | ShoreTel, Inc. (SHOR) | 30-Mar-12 | Grant | 3,169 | -- | -- | 10% 32.9K to 36.06K | |
| 10-Feb-12 5:35 PM View: | Taleo Corp. (TLEO) | 09-Feb-12 | Option Exercise | 37,313 | $15.87 | $592,157.00 | 16% 232.82K to 270.13K | |
| 10-Feb-12 5:35 PM View: | Taleo Corp. (TLEO) | 09-Feb-12 | Market Option Sale (Planned) | 37,313 | $45.52 | $1,698,490.00 | (14%) 270.13K to 232.82K | (< 1%) |