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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 24-Sep-24 6:08 PM View:  | Box Inc (BOX) | 20-Sep-24 | Payment of Exercise | 1,664 | $32.84 | $54,645.80 | (< 1%) 523.62K to 521.96K | |
| 01-Jul-24 6:27 PM View: | AppFolio, Inc. (APPF) | 27-Jun-24 | Grant | 643 | -- | -- | 34% 1.91K to 2.55K | |
| 01-Jul-24 6:27 PM View: | AppFolio, Inc. (APPF) | 27-Jun-24 | Sale (Planned) | 460 | $240.49 | $110,625.00 | (18%) 2.55K to 2.09K | |
| 21-Jun-24 6:31 PM View: | Box Inc (BOX) | 20-Jun-24 | Payment of Exercise | 1,663 | $25.58 | $42,539.50 | (< 1%) 525.29K to 523.62K | |
| 03-Apr-24 6:29 PM View: | Box Inc (BOX) | 03-Apr-24 | Grant | 75,000 | -- | -- | 17% 450.29K to 525.29K | |
| 03-Apr-24 6:29 PM View: | Box Inc (BOX) | 01-Apr-24 | Grant | 446 | -- | -- | < 1% 450.0K to 450.45K | |
| 03-Apr-24 6:29 PM View: | Box Inc (BOX) | 01-Apr-24 | Payment of Exercise | 159 | $28.32 | $4,502.88 | (< 1%) 450.45K to 450.29K | |
| 05-Mar-24 4:00 PM View: | AppFolio, Inc. (APPF) | 01-Mar-24 | Private Sale (Planned) | 989 | $241.75 | $239,091.00 | (34%) 2.9K to 1.91K | |
| 15-Dec-23 5:22 PM View: | Box Inc (BOX) | 13-Dec-23 | Grant | 450,000 | -- | -- | 100% 0 to 450.0K | |
| 30-Jun-23 9:20 PM View: | AppFolio, Inc. (APPF) | 27-Jun-23 | Grant | 921 | -- | -- | 47% 1.98K to 2.9K | |
| 03-Mar-23 10:00 PM View: | AppFolio, Inc. (APPF) | 01-Mar-23 | Grant | 1,977 | -- | -- | 100% 0 to 1.98K | |
| 09-Feb-21 5:40 PM View: | Dropbox, Inc. (DBX) | 05-Feb-21 | Disposition | 633,569 | -- | -- | (75%) 844.76K to 211.19K | |
| 09-Feb-21 5:40 PM View: | Dropbox, Inc. (DBX) | 05-Feb-21 | Payment of Exercise | 98,625 | $23.69 | $2,336,430.00 | (47%) 211.19K to 112.56K | |
| 03-Mar-20 5:03 PM View: | Dropbox, Inc. (DBX) | 01-Mar-20 | Grant | 844,759 | -- | -- | 100% 0 to 844.76K |