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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 23-Dec-22 4:45 PM View:  | Domo, Inc. (DOMO) | 21-Dec-22 | Sale | 5,525 | $14.69 | $81,151.20 | (2%) 254.19K to 248.67K | |
| 23-Sep-22 4:04 PM View: | Domo, Inc. (DOMO) | 22-Sep-22 | Sale | 5,951 | $16.84 | $100,205.00 | (2%) 260.14K to 254.19K | |
| 22-Mar-22 7:29 PM View: | Domo, Inc. (DOMO) | 18-Mar-22 | Private Sale | 20,000 | $48.52 | $970,484.00 | (7%) 280.14K to 260.14K | |
| 17-Mar-22 8:56 PM View: | Domo, Inc. (DOMO) | 15-Mar-22 | Grant | 87,822 | -- | -- | 46% 192.32K to 280.14K | |
| 22-Dec-21 6:42 PM View: | Domo, Inc. (DOMO) | 20-Dec-21 | Payment of Exercise | 7,542 | $49.68 | $374,687.00 | (4%) 199.87K to 192.32K | |
| 21-Sep-21 10:00 PM View: | Domo, Inc. (DOMO) | 21-Sep-21 | Private Sale | 7,450 | $78.36 | $583,806.00 | (4%) 207.31K to 199.87K | |
| 23-Jun-21 6:05 PM View: | Domo, Inc. (DOMO) | 22-Jun-21 | Private Sale | 7,540 | $80.18 | $604,524.00 | (4%) 214.85K to 207.31K | |
| 23-Mar-21 4:51 PM View: | Domo, Inc. (DOMO) | 22-Mar-21 | Payment of Exercise | 18,191 | $66.12 | $1,202,790.00 | (8%) 231.21K to 213.02K | |
| 10-Mar-21 9:35 PM View: | Domo, Inc. (DOMO) | 09-Mar-21 | Grant | 60,000 | -- | -- | 35% 171.21K to 231.21K | |
| 22-Dec-20 6:19 PM View: | Domo, Inc. (DOMO) | 21-Dec-20 | Payment of Exercise | 8,471 | $67.57 | $572,385.00 | (5%) 179.68K to 171.21K | |
| 16-Dec-20 6:01 PM View: | Domo, Inc. (DOMO) | 16-Dec-20 | Option Exercise | 50,000 | $25.50 | $1,275,000.00 | 28% 179.68K to 229.68K | |
| 16-Dec-20 6:01 PM View: | Domo, Inc. (DOMO) | 16-Dec-20 | Planned Option Sale | 27,470 | $60.36 | $1,658,000.00 | (12%) 229.68K to 202.21K | |
| 16-Dec-20 6:01 PM View: | Domo, Inc. (DOMO) | 16-Dec-20 | Sale (Planned) | 22,530 | $60.36 | $1,359,830.00 | (11%) 202.21K to 179.68K | |
| 16-Dec-20 6:01 PM View: | Domo, Inc. (DOMO) | 14-Dec-20 | Option Exercise | 100,000 | $25.50 | $2,550,000.00 | 49% 202.21K to 302.21K | |
| 16-Dec-20 6:01 PM View: | Domo, Inc. (DOMO) | 14-Dec-20 | Planned Option Sale | 122,530 | $53.03 | $6,497,930.00 | (41%) 302.21K to 179.68K | |
| 08-Dec-20 4:47 PM View: | Domo, Inc. (DOMO) | 07-Dec-20 | Sale (Planned) | 2,567 | $47.71 | $122,472.00 | (1%) 204.78K to 202.21K | |
| 08-Dec-20 4:47 PM View: | Domo, Inc. (DOMO) | 04-Dec-20 | Private Sale (Planned) | 9,547 | $45.31 | $432,592.00 | (4%) 214.32K to 204.78K | |
| 23-Sep-20 5:10 PM View: | Domo, Inc. (DOMO) | 22-Sep-20 | Payment of Exercise | 2,822 | -- | -- | (1%) 217.14K to 214.32K | |
| 10-Sep-20 6:35 PM View: | Domo, Inc. (DOMO) | 10-Sep-20 | Sale (Planned) | 7,815 | $42.50 | $332,138.00 | (3%) 224.96K to 217.14K | |
| 10-Sep-20 6:35 PM View: | Domo, Inc. (DOMO) | 08-Sep-20 | Sale (Planned) | 3,500 | $40.00 | $140,000.00 | (2%) 228.46K to 224.96K | |
| 10-Jul-20 4:27 PM View: | Domo, Inc. (DOMO) | 09-Jul-20 | Private Sale | 15,000 | $37.74 | $566,043.00 | (6%) 255.51K to 240.51K | |
| 10-Sep-20 6:35 PM View: | Domo, Inc. (DOMO) | 02-Jul-20 | Gift | 675 | -- | -- | (< 1%) 229.13K to 228.46K | |
| 04-Sep-20 6:33 PM View: | Domo, Inc. (DOMO) | 20-Jun-20 | Payment of Exercise | 8,471 | -- | -- | (3%) 252.6K to 244.13K | |
| 11-Jun-20 5:30 PM View: | Evolent Health, Inc. (EVH) | 09-Jun-20 | Grant | 18,302 | -- | -- | 52% 35.44K to 53.74K | |
| 24-Mar-20 7:07 PM View: | Domo, Inc. (DOMO) | 20-Mar-20 | Payment of Exercise | 2,456 | -- | -- | (< 1%) 257.96K to 255.51K | |
| 09-Mar-20 8:45 PM View: | Domo, Inc. (DOMO) | 05-Mar-20 | Grant | 130,000 | -- | -- | 102% 127.96K to 257.96K | |
| 26-Dec-19 1:13 PM View: | Domo, Inc. (DOMO) | 20-Dec-19 | Payment of Exercise | 3,213 | -- | -- | (2%) 131.18K to 127.96K | |
| 24-Sep-19 6:32 PM View: | Domo, Inc. (DOMO) | 20-Sep-19 | Payment of Exercise | 3,214 | $17.80 | $57,209.20 | (2%) 134.01K to 130.79K | |
| 24-Jun-19 7:06 PM View: | Domo, Inc. (DOMO) | 20-Jun-19 | Payment of Exercise | 2,151 | $30.35 | $65,282.90 | (2%) 136.16K to 134.01K | 3% |
| 13-Jun-19 8:06 AM View: | Evolent Health, Inc. (EVH) | 11-Jun-19 | Grant | 14,156 | -- | -- | 67% 21.28K to 35.44K | |
| 22-Mar-19 6:07 PM View: | Domo, Inc. (DOMO) | 20-Mar-19 | Payment of Exercise | 12,673 | $43.30 | $548,741.00 | (9%) 146.83K to 134.16K | (< 1%) |
| 06-Nov-18 6:47 PM View: | Domo, Inc. (DOMO) | 04-Nov-18 | Grant | 30,000 | -- | -- | 26% 116.83K to 146.83K | |
| 03-Jul-18 8:20 PM View: | Domo, Inc. (DOMO) | 03-Jul-18 | Purchase | 3,500 | $21.00 | $73,500.00 | 3% 113.33K to 116.83K | |
| 15-Jun-18 4:53 PM View: | Evolent Health, Inc. (EVH) | 13-Jun-18 | Grant | 5,459 | -- | -- | 34% 15.82K to 21.28K | |
| 12-Jun-17 5:35 PM View: | Evolent Health, Inc. (EVH) | 08-Jun-17 | Grant | 4,570 | -- | -- | 41% 11.26K to 15.82K | |
| 07-Jul-16 9:02 PM View: | Evolent Health, Inc. (EVH) | 05-Jul-16 | Grant | 5,373 | -- | -- | 91% 5.88K to 11.26K | |
| 23-Nov-15 8:25 PM View: | Yodlee Inc (YDLE) | 19-Nov-15 | Disposition (change in control) | 1,968 | $11.51 | $22,651.70 | (100%) 1.97K to 0 | |
| 19-May-15 5:47 PM View: | Yodlee Inc (YDLE) | 15-May-15 | Option Exercise | 1,968 | -- | -- | 100% 0 to 1.97K | |
| 24-Feb-12 7:51 PM View: | SuccessFactors, Inc. (NYSE:SFSF) | 22-Feb-12 | Disposition | 5,142 | $40.00 | $205,680.00 | (100%) 5.14K to 0 | |
| 08-Feb-12 7:37 PM View: | SuccessFactors, Inc. (NYSE:SFSF) | 17-Jan-12 | Option Exercise | 5,042 | $8.11 | $40,866.40 | 5042% 100 to 5.14K | |
| 07-Dec-11 7:35 PM View: | SuccessFactors, Inc. (NYSE:SFSF) | 05-Dec-11 | Option Exercise | 11,976 | $5.11 | $61,197.40 | 213% 5.62K to 17.6K | |
| 07-Dec-11 7:35 PM View: | SuccessFactors, Inc. (NYSE:SFSF) | 05-Dec-11 | Market Option Sale (Planned) | 11,976 | $39.77 | $476,315.00 | (68%) 17.6K to 5.62K | (< 1%) |
| 07-Dec-11 7:35 PM View: | SuccessFactors, Inc. (NYSE:SFSF) | 05-Dec-11 | Market Sale (Planned) | 5,524 | $39.77 | $219,703.00 | (98%) 5.62K to 100 | (< 1%) |
| 22-Nov-11 7:31 PM View: | SuccessFactors, Inc. (NYSE:SFSF) | 18-Nov-11 | Market Sale (Planned) | 3,500 | $25.91 | $90,691.30 | (37%) 9.4K to 5.9K | 5% |
| 20-Oct-11 7:30 PM View: | SuccessFactors, Inc. (NYSE:SFSF) | 18-Oct-11 | Market Sale (Planned) | 3,500 | $25.80 | $90,302.20 | (27%) 12.9K to 9.4K | 4% |
| 21-Sep-11 7:32 PM View: | SuccessFactors, Inc. (NYSE:SFSF) | 19-Sep-11 | Market Sale (Planned) | 3,500 | $23.29 | $81,509.40 | (21%) 16.4K to 12.9K | (2%) |
| 19-Aug-11 7:31 PM View: | SuccessFactors, Inc. (NYSE:SFSF) | 18-Aug-11 | Market Sale (Planned) | 3,500 | $21.41 | $74,938.70 | (18%) 19.9K to 16.4K | 3% |
| 20-Jul-11 7:31 PM View: | SuccessFactors, Inc. (NYSE:SFSF) | 18-Jul-11 | Market Sale (Planned) | 3,500 | $27.54 | $96,406.50 | (15%) 23.4K to 19.9K | (4%) |
| 28-Jun-11 7:30 PM View: | SuccessFactors, Inc. (NYSE:SFSF) | 24-Jun-11 | Market Sale (Planned) | 7,000 | $31.06 | $217,412.00 | (23%) 30.4K to 23.4K | 4% |
| 07-Dec-11 7:35 PM View: | SuccessFactors, Inc. (NYSE:SFSF) | 25-May-11 | Gift | 275 | -- | -- | (5%) 5.9K to 5.62K |