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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 11-Sep-23 5:16 PM View:  | Hercules Technology Growth ... (HTGC) | 08-Sep-23 | Grant | 5,656 | $15.90 | $89,930.40 | 82% 6.93K to 12.58K | |
| 26-Jun-23 4:05 PM View: | Hercules Technology Growth ... (HTGC) | 22-Jun-23 | Grant | 4,234 | $14.17 | $59,995.80 | 157% 2.69K to 6.93K | |
| 01-Aug-22 4:43 PM View: | Hercules Technology Growth ... (HTGC) | 01-Aug-22 | Grant | 723 | $16.13 | $11,663.30 | 37% 1.97K to 2.69K | |
| 02-Nov-21 6:07 PM View: | Hercules Technology Growth ... (HTGC) | 01-Nov-21 | Grant | 1,971 | $18.07 | $35,616.00 | 100% 0 to 1.97K | 0% |
| 02-Mar-07 4:18 PM View: | Phase Forward Inc. (PFWD) | 28-Feb-07 | Grant | 4,250 | -- | -- | 34% 12.5K to 16.75K | |
| 14-Nov-06 8:05 AM View: | Phase Forward Inc. (PFWD) | 10-Nov-06 | Option Exercise | 12,500 | $7.22 | $90,250.00 | 104% 12.0K to 24.5K | |
| 14-Nov-06 8:05 AM View: | Phase Forward Inc. (PFWD) | 10-Nov-06 | Market Option Sale | 12,500 | $14.89 | $186,125.00 | (51%) 24.5K to 12.0K | 16% |
| 08-Jun-06 5:29 PM View: | Phase Forward Inc. (PFWD) | 06-Jun-06 | Grant | 12,000 | -- | -- | 100% 0 to 12.0K |