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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 22-Jan-24 10:26 AM View:  | Intuit Inc. (INTU) | 18-Jan-24 | Option Exercise | 1,358 | $22.52 | $30,583.40 | 10% 13.86K to 15.22K | |
| 01-Nov-23 9:03 PM View: | Intuit Inc. (INTU) | 01-Nov-23 | Option Exercise | 126 | -- | -- | < 1% 13.73K to 13.86K | |
| 31-Jul-23 8:12 PM View: | Intuit Inc. (INTU) | 27-Jul-23 | Option Exercise | 126 | -- | -- | < 1% 13.61K to 13.73K | |
| 14-Jun-23 4:57 PM View: | Twilio Inc (TWLO) | 12-Jun-23 | Grant | 1,336 | -- | -- | 7% 18.22K to 19.56K | |
| 08-May-23 5:17 PM View: | Intuit Inc. (INTU) | 04-May-23 | Option Exercise | 141 | -- | -- | 1% 13.47K to 13.61K | |
| 17-Mar-23 5:46 PM View: | Twilio Inc (TWLO) | 15-Mar-23 | Grant | 1,123 | -- | -- | 7% 17.1K to 18.22K | |
| 24-Jan-23 12:31 PM View: | Intuit Inc. (INTU) | 22-Jan-23 | Option Exercise | 3,925 | -- | -- | 41% 9.54K to 13.47K | |
| 23-Jan-23 5:58 PM View: | Intuit Inc. (INTU) | 19-Jan-23 | Option Exercise | 1,710 | -- | -- | 22% 7.83K to 9.54K | |
| 19-Dec-22 5:20 PM View: | Twilio Inc (TWLO) | 15-Dec-22 | Grant | 1,548 | -- | -- | 10% 15.55K to 17.1K | |
| 19-Sep-22 5:54 PM View: | Twilio Inc (TWLO) | 15-Sep-22 | Grant | 955 | -- | -- | 7% 14.55K to 15.51K | |
| 17-Jun-22 5:03 PM View: | Twilio Inc (TWLO) | 15-Jun-22 | Grant | 726 | -- | -- | 5% 13.83K to 14.55K | |
| 17-Mar-22 4:41 PM View: | Twilio Inc (TWLO) | 15-Mar-22 | Grant | 426 | -- | -- | 3% 13.4K to 13.83K | |
| 24-Jan-22 7:53 PM View: | Intuit Inc. (INTU) | 23-Jan-22 | Option Exercise | 4,695 | -- | -- | 150% 3.14K to 7.83K | |
| 24-Jan-22 7:53 PM View: | Intuit Inc. (INTU) | 20-Jan-22 | Option Exercise | 3,138 | -- | -- | 100% 0 to 3.14K | |
| 17-Dec-21 4:46 PM View: | Twilio Inc (TWLO) | 16-Dec-21 | Conversion | 500 | -- | -- | 4% 13.4K to 13.9K | |
| 17-Dec-21 4:46 PM View: | Twilio Inc (TWLO) | 16-Dec-21 | Market Sale (Planned) | 500 | $270.00 | $135,000.00 | (4%) 13.9K to 13.4K | |
| 17-Dec-21 4:46 PM View: | Twilio Inc (TWLO) | 15-Dec-21 | Grant | 259 | -- | -- | 2% 13.14K to 13.4K | |
| 17-Dec-21 4:46 PM View: | Twilio Inc (TWLO) | 15-Dec-21 | Conversion | 1,000 | -- | -- | 7% 13.4K to 14.4K | |
| 17-Dec-21 4:46 PM View: | Twilio Inc (TWLO) | 15-Dec-21 | Market Sale (Planned) | 1,000 | $255.88 | $255,875.00 | (7%) 14.4K to 13.4K | |
| 17-Nov-21 7:09 PM View: | Twilio Inc (TWLO) | 16-Nov-21 | Conversion | 1,500 | -- | -- | 11% 13.14K to 14.64K | |
| 17-Nov-21 7:09 PM View: | Twilio Inc (TWLO) | 16-Nov-21 | Market Sale (Planned) | 1,500 | $308.50 | $462,750.00 | (10%) 14.64K to 13.14K | |
| 18-Oct-21 6:30 PM View: | Twilio Inc (TWLO) | 15-Oct-21 | Conversion | 1,500 | -- | -- | 11% 13.14K to 14.64K | |
| 18-Oct-21 6:30 PM View: | Twilio Inc (TWLO) | 15-Oct-21 | Market Sale (Planned) | 1,500 | $357.22 | $535,830.00 | (10%) 14.64K to 13.14K | |
| 20-Sep-21 4:56 PM View: | Twilio Inc (TWLO) | 16-Sep-21 | Conversion | 1,500 | -- | -- | 11% 13.14K to 14.64K | |
| 20-Sep-21 4:56 PM View: | Twilio Inc (TWLO) | 16-Sep-21 | Market Sale (Planned) | 1,500 | $340.69 | $511,035.00 | (10%) 14.64K to 13.14K | |
| 17-Sep-21 4:37 PM View: | Twilio Inc (TWLO) | 15-Sep-21 | Grant | 208 | -- | -- | 2% 12.94K to 13.14K | |
| 19-Aug-21 4:23 PM View: | Twilio Inc (TWLO) | 17-Aug-21 | Conversion | 1,500 | -- | -- | 12% 12.94K to 14.44K | |
| 19-Aug-21 4:23 PM View: | Twilio Inc (TWLO) | 17-Aug-21 | Market Sale (Planned) | 1,500 | $344.00 | $516,000.00 | (10%) 14.44K to 12.94K | |
| 19-Jul-21 5:38 PM View: | Twilio Inc (TWLO) | 15-Jul-21 | Option Exercise | 1,500 | -- | -- | 12% 12.94K to 14.44K | |
| 19-Jul-21 5:38 PM View: | Twilio Inc (TWLO) | 15-Jul-21 | Market Option Sale (Planned) | 1,500 | $372.45 | $558,675.00 | (10%) 14.44K to 12.94K | |
| 17-Jun-21 5:10 PM View: | Twilio Inc (TWLO) | 15-Jun-21 | Conversion | 1,500 | -- | -- | 12% 12.94K to 14.44K | |
| 17-Jun-21 5:10 PM View: | Twilio Inc (TWLO) | 15-Jun-21 | Market Sale (Planned) | 1,500 | $340.28 | $510,420.00 | (10%) 14.44K to 12.94K | |
| 18-May-21 4:28 PM View: | Twilio Inc (TWLO) | 14-May-21 | Conversion | 1,500 | -- | -- | 12% 12.94K to 14.44K | |
| 18-May-21 4:28 PM View: | Twilio Inc (TWLO) | 14-May-21 | Market Sale (Planned) | 1,500 | $285.46 | $428,190.00 | (10%) 14.44K to 12.94K | |
| 19-Apr-21 6:37 PM View: | Twilio Inc (TWLO) | 15-Apr-21 | Conversion | 1,500 | -- | -- | 12% 12.94K to 14.44K | |
| 19-Apr-21 6:37 PM View: | Twilio Inc (TWLO) | 15-Apr-21 | Market Sale (Planned) | 1,500 | $377.60 | $566,400.00 | (10%) 14.44K to 12.94K | |
| 17-Mar-21 6:22 PM View: | Twilio Inc (TWLO) | 15-Mar-21 | Conversion | 1,500 | -- | -- | 12% 12.94K to 14.44K | |
| 17-Mar-21 6:22 PM View: | Twilio Inc (TWLO) | 15-Mar-21 | Market Sale (Planned) | 1,500 | $366.68 | $550,020.00 | (10%) 14.44K to 12.94K | |
| 18-Feb-21 6:11 PM View: | Twilio Inc (TWLO) | 16-Feb-21 | Conversion | 1,500 | -- | -- | 12% 12.94K to 14.44K | |
| 18-Feb-21 6:11 PM View: | Twilio Inc (TWLO) | 16-Feb-21 | Market Sale (Planned) | 1,500 | $433.92 | $650,880.00 | (10%) 14.44K to 12.94K | |
| 20-Jan-21 8:16 PM View: | Twilio Inc (TWLO) | 15-Jan-21 | Conversion | 1,500 | -- | -- | 12% 12.94K to 14.44K | |
| 20-Jan-21 8:16 PM View: | Twilio Inc (TWLO) | 15-Jan-21 | Market Sale (Planned) | 1,500 | $385.00 | $577,500.00 | (10%) 14.44K to 12.94K | |
| 17-Dec-20 6:19 PM View: | Twilio Inc (TWLO) | 15-Dec-20 | Conversion | 1,500 | -- | -- | 12% 12.94K to 14.44K | |
| 17-Dec-20 6:19 PM View: | Twilio Inc (TWLO) | 15-Dec-20 | Market Sale (Planned) | 1,500 | $349.75 | $524,625.00 | (10%) 14.44K to 12.94K | (4%) |
| 18-Nov-20 7:35 PM View: | Twilio Inc (TWLO) | 16-Nov-20 | Conversion | 1,500 | -- | -- | 12% 12.94K to 14.44K | |
| 18-Nov-20 7:35 PM View: | Twilio Inc (TWLO) | 16-Nov-20 | Market Sale (Planned) | 1,500 | $272.16 | $408,240.00 | (10%) 14.44K to 12.94K | (33%) |
| 19-Oct-20 6:15 PM View: | Twilio Inc (TWLO) | 15-Oct-20 | Conversion | 1,500 | -- | -- | 12% 12.94K to 14.44K | |
| 19-Oct-20 6:15 PM View: | Twilio Inc (TWLO) | 15-Oct-20 | Market Sale (Planned) | 1,500 | $313.02 | $469,530.00 | (10%) 14.44K to 12.94K | (16%) |
| 18-Sep-20 7:06 PM View: | Twilio Inc (TWLO) | 16-Sep-20 | Conversion | 1,500 | -- | -- | 12% 12.94K to 14.44K | |
| 18-Sep-20 7:06 PM View: | Twilio Inc (TWLO) | 16-Sep-20 | Market Sale (Planned) | 1,500 | $226.10 | $339,150.00 | (10%) 14.44K to 12.94K | (60%) |