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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 05-Jan-24 6:31 PM View:  | Zscaler, Inc. (ZS) | 05-Jan-24 | Grant | 976 | -- | -- | 22% 4.38K to 5.36K | |
| 31-Jul-23 7:36 PM View: | Ares Management, L.P. (ARES) | 27-Jul-23 | Grant | 1,732 | -- | -- | 62% 2.79K to 4.52K | |
| 17-Jan-23 8:34 PM View: | Zscaler, Inc. (ZS) | 13-Jan-23 | Grant | 1,681 | -- | -- | 62% 2.7K to 4.38K | |
| 29-Jul-22 9:42 PM View: | Ares Management, L.P. (ARES) | 28-Jul-22 | Grant | 2,787 | -- | -- | 100% 0 to 2.79K | |
| 07-Jan-22 4:27 PM View: | Zscaler, Inc. (ZS) | 05-Jan-22 | Grant | 618 | -- | -- | 30% 2.08K to 2.7K | |
| 03-Sep-21 4:35 PM View: | Zscaler, Inc. (ZS) | 01-Sep-21 | Grant | 2,085 | -- | -- | 100% 0 to 2.08K | |
| 28-May-14 5:44 PM View: | XO Group Inc. (XOXO) | 28-May-14 | Grant | 2,500 | -- | -- | 10% 25.0K to 27.5K | |
| 31-May-13 5:51 PM View: | XO Group Inc. (XOXO) | 29-May-13 | Grant | 2,500 | -- | -- | 11% 22.5K to 25.0K | |
| 15-Jun-12 9:49 PM View: | XO Group Inc. (XOXO) | 13-Jun-12 | Grant | 2,500 | -- | -- | 12% 20.0K to 22.5K | |
| 17-Jun-11 6:35 PM View: | XO Group Inc. (XOXO) | 15-Jun-11 | Grant | 2,500 | -- | -- | 14% 17.5K to 20.0K | |
| 21-May-10 6:24 PM View: | XO Group Inc. (XOXO) | 19-May-10 | Grant | 2,500 | -- | -- | 17% 15.0K to 17.5K | |
| 22-May-09 6:04 PM View: | XO Group Inc. (XOXO) | 22-May-09 | Grant | 2,500 | -- | -- | 20% 12.5K to 15.0K | |
| 27-May-08 5:19 PM View: | XO Group Inc. (XOXO) | 21-May-08 | Grant | 2,500 | -- | -- | 25% 10.0K to 12.5K | |
| 25-May-07 4:08 PM View: | XO Group Inc. (XOXO) | 23-May-07 | Grant | 2,500 | -- | -- | 33% 7.5K to 10.0K |