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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 15-Nov-24 4:12 PM View:  | Intapp, Inc. (INTA) | 14-Nov-24 | Sale | 3,000 | $56.91 | $170,730.00 | (9%) 32.86K to 29.86K | |
| 15-Nov-24 4:12 PM View: | Intapp, Inc. (INTA) | 13-Nov-24 | Grant | 3,817 | -- | -- | 13% 29.05K to 32.86K | |
| 11-Oct-24 4:30 PM View: | Everquote, Inc. (EVER) | 10-Oct-24 | Private Sale (Planned) | 2,500 | $19.42 | $48,550.00 | (4%) 57.47K to 54.97K | |
| 10-Jun-24 4:05 PM View: | Everquote, Inc. (EVER) | 06-Jun-24 | Grant | 5,351 | -- | -- | 10% 52.12K to 57.47K | |
| 15-May-24 4:05 PM View: | Everquote, Inc. (EVER) | 14-May-24 | Private Sale | 4,000 | $23.56 | $94,240.00 | (7%) 56.12K to 52.12K | |
| 11-Apr-24 4:07 PM View: | Intapp, Inc. (INTA) | 10-Apr-24 | Private Sale (Planned) | 1,500 | $31.38 | $47,070.00 | (5%) 30.55K to 29.05K | |
| 18-Mar-24 5:04 PM View: | Everquote, Inc. (EVER) | 14-Mar-24 | Private Sale | 6,000 | $18.55 | $111,300.00 | (10%) 62.12K to 56.12K | |
| 21-Nov-23 4:58 PM View: | Intapp, Inc. (INTA) | 17-Nov-23 | Private Sale (Planned) | 3,000 | $38.32 | $114,972.00 | (9%) 33.55K to 30.55K | |
| 16-Nov-23 4:27 PM View: | Intapp, Inc. (INTA) | 14-Nov-23 | Grant | 5,624 | -- | -- | 20% 27.92K to 33.55K | |
| 12-Jun-23 4:17 PM View: | Everquote, Inc. (EVER) | 08-Jun-23 | Grant | 15,703 | -- | -- | 34% 46.42K to 62.12K | |
| 12-Jun-23 4:33 PM View: | Intapp, Inc. (INTA) | 08-Jun-23 | Private Sale | 2,500 | $43.04 | $107,600.00 | (8%) 30.42K to 27.92K | |
| 17-Nov-22 6:05 PM View: | Intapp, Inc. (INTA) | 15-Nov-22 | Grant | 9,293 | -- | -- | 44% 21.13K to 30.42K | |
| 10-Jun-22 9:05 PM View: | Everquote, Inc. (EVER) | 09-Jun-22 | Grant | 13,904 | -- | -- | 43% 32.51K to 46.42K | |
| 18-Nov-21 8:39 PM View: | Everquote, Inc. (EVER) | 17-Nov-21 | Purchase | 5,000 | $16.21 | $81,050.00 | 18% 27.51K to 32.51K | |
| 10-Feb-22 8:48 PM View: | Intapp, Inc. (INTA) | 16-Nov-21 | Grant | 7,092 | -- | -- | 61% 11.54K to 18.63K | |
| 16-Sep-21 4:07 PM View: | Everquote, Inc. (EVER) | 14-Sep-21 | Purchase | 1,000 | $21.68 | $21,680.00 | 4% 26.51K to 27.51K | |
| 12-Aug-22 10:00 PM View: | Intapp, Inc. (INTA) | 29-Jun-21 | Purchase | 2,500 | $26.00 | $65,000.00 | 13% 18.63K to 21.13K | |
| 14-Jun-21 5:33 PM View: | Everquote, Inc. (EVER) | 10-Jun-21 | Grant | 3,657 | -- | -- | 16% 22.86K to 26.51K | |
| 17-Mar-21 6:53 PM View: | Everquote, Inc. (EVER) | 15-Mar-21 | Private Sale (Planned) | 500 | $41.40 | $20,700.00 | (2%) 23.36K to 22.86K | |
| 17-Dec-20 5:18 PM View: | Everquote, Inc. (EVER) | 15-Dec-20 | Private Sale (Planned) | 500 | $36.30 | $18,150.00 | (2%) 23.86K to 23.36K | |
| 17-Sep-20 6:17 PM View: | Everquote, Inc. (EVER) | 15-Sep-20 | Private Sale (Planned) | 500 | $41.20 | $20,600.00 | (2%) 24.36K to 23.86K | |
| 17-Jun-20 6:41 PM View: | Everquote, Inc. (EVER) | 15-Jun-20 | Sale (Planned) | 3,900 | $55.04 | $214,656.00 | (14%) 28.25K to 24.36K | |
| 17-Jun-20 6:41 PM View: | Everquote, Inc. (EVER) | 11-Jun-20 | Grant | 2,255 | -- | -- | 9% 26.0K to 28.25K | |
| 04-Sep-19 5:11 PM View: | Real Goods Solar, Inc. (RGSE) | 03-Sep-19 | Grant | 20,000 | -- | -- | 33% 60.0K to 80.0K | |
| 13-Jun-19 7:12 PM View: | Everquote, Inc. (EVER) | 11-Jun-19 | Grant | 10,008 | -- | -- | 63% 15.99K to 26.0K | |
| 05-Jul-18 6:30 PM View: | Everquote, Inc. (EVER) | 02-Jul-18 | Purchase | 4,000 | $18.00 | $72,000.00 | 33% 11.99K to 15.99K |