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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 13-Sep-24 4:17 PM View:  | Gen Digital Inc. (GEN) | 12-Sep-24 | Gift Duplicate | 13,340 | -- | -- | 15% 91.06K to 104.4K | |
| 13-Sep-24 4:17 PM View: | Gen Digital Inc. (GEN) | 12-Sep-24 | Gift | 13,340 | -- | -- | (13%) 104.4K to 91.06K | |
| 12-Sep-24 4:43 PM View: | Gen Digital Inc. (GEN) | 10-Sep-24 | Grant | 10,038 | -- | -- | 12% 81.03K to 91.06K | |
| 03-Jul-24 7:14 PM View: | Box Inc (BOX) | 02-Jul-24 | Grant | 7,590 | -- | -- | 16% 47.2K to 54.79K | |
| 16-May-24 4:38 PM View: | Five9, Inc. (FIVN) | 14-May-24 | Grant | 3,755 | -- | -- | 45% 8.34K to 12.1K | |
| 14-Sep-23 5:30 PM View: | Gen Digital Inc. (GEN) | 12-Sep-23 | Grant | 13,340 | -- | -- | 20% 67.69K to 81.03K | |
| 14-Sep-23 5:30 PM View: | Gen Digital Inc. (GEN) | 12-Sep-23 | Acquisition (other) Duplicate | 11,970 | -- | -- | 15% 81.03K to 93.0K | |
| 14-Sep-23 5:30 PM View: | Gen Digital Inc. (GEN) | 12-Sep-23 | Disposition (other) | 11,970 | -- | -- | (13%) 93.0K to 81.03K | |
| 29-Jun-23 5:14 PM View: | Box Inc (BOX) | 27-Jun-23 | Grant | 7,052 | -- | -- | 18% 40.15K to 47.2K | |
| 18-May-23 4:45 PM View: | Five9, Inc. (FIVN) | 16-May-23 | Grant | 3,669 | -- | -- | 79% 4.67K to 8.34K | |
| 15-Sep-22 5:17 PM View: | Gen Digital Inc. (GEN) | 13-Sep-22 | Grant Duplicate | 20,241 | -- | -- | 43% 47.44K to 67.69K | |
| 15-Jul-22 5:35 PM View: | Box Inc (BOX) | 14-Jul-22 | Grant | 7,773 | -- | -- | 24% 32.37K to 40.15K | |
| 20-May-22 5:47 PM View: | Five9, Inc. (FIVN) | 18-May-22 | Grant | 2,132 | -- | -- | 84% 2.54K to 4.67K | |
| 10-Sep-21 5:58 PM View: | Box Inc (BOX) | 09-Sep-21 | Grant | 7,949 | -- | -- | 33% 24.42K to 32.37K | |
| 14-May-21 10:00 PM View: | Gen Digital Inc. (GEN) | 13-May-21 | Grant Duplicate | 12,218 | $4.09 | $49,978.90 | 35% 35.23K to 47.44K | |
| 20-Jan-21 4:15 PM View: | Five9, Inc. (FIVN) | 15-Jan-21 | Grant | 2,539 | -- | -- | 100% 0 to 2.54K | |
| 16-Jul-20 4:25 PM View: | Box Inc (BOX) | 15-Jul-20 | Grant | 10,060 | -- | -- | 70% 14.36K to 24.42K | |
| 20-May-20 4:39 PM View: | Gen Digital Inc. (GEN) | 19-May-20 | Grant Duplicate | 15,323 | $3.26 | $49,988.30 | 77% 19.9K to 35.23K | |
| 21-Jun-19 6:37 PM View: | Box Inc (BOX) | 19-Jun-19 | Grant | 5,316 | -- | -- | 59% 9.05K to 14.36K | |
| 15-May-19 4:31 PM View: | Gen Digital Inc. (GEN) | 14-May-19 | Grant Duplicate | 16,692 | $3.00 | $49,999.00 | 520% 3.21K to 19.9K | |
| 07-Feb-19 4:30 PM View: | Gen Digital Inc. (GEN) | 05-Feb-19 | Grant | 3,211 | $3.51 | $11,263.20 | 100% 0 to 3.21K | |
| 30-May-18 10:00 PM View: | Box Inc (BOX) | 28-May-18 | Grant | 9,047 | -- | -- | 100% 0 to 9.05K |