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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 03-Jan-24 8:40 PM View:  | Oportun Financial Corp (OPRT) | 31-Dec-23 | Grant | 3,886 | -- | -- | 5% 78.09K to 81.98K | |
| 03-Oct-23 10:00 PM View: | Oportun Financial Corp (OPRT) | 30-Sep-23 | Grant | 2,961 | -- | -- | 4% 75.13K to 78.09K | |
| 05-Jul-23 5:30 PM View: | Oportun Financial Corp (OPRT) | 30-Jun-23 | Grant | 3,215 | -- | -- | 4% 71.92K to 75.13K | |
| 07-Jun-23 5:14 PM View: | Oportun Financial Corp (OPRT) | 06-Jun-23 | Grant | 19,441 | -- | -- | 37% 52.48K to 71.92K | |
| 05-Jun-23 4:04 PM View: | Ringcentral, Inc. (RNG) | 01-Jun-23 | Grant | 8,448 | -- | -- | 50% 16.73K to 25.18K | |
| 04-Apr-23 5:21 PM View: | Oportun Financial Corp (OPRT) | 31-Mar-23 | Grant | 2,794 | -- | -- | 6% 49.68K to 52.48K | |
| 03-Jan-23 5:33 PM View: | Oportun Financial Corp (OPRT) | 31-Dec-22 | Grant | 3,063 | -- | -- | 7% 46.62K to 49.68K | |
| 03-Oct-22 5:36 PM View: | Oportun Financial Corp (OPRT) | 30-Sep-22 | Grant | 3,862 | -- | -- | 9% 42.76K to 46.62K | |
| 30-Jun-22 8:18 PM View: | Oportun Financial Corp (OPRT) | 30-Jun-22 | Grant | 2,041 | -- | -- | 5% 40.72K to 42.76K | |
| 15-Jun-22 6:59 PM View: | Oportun Financial Corp (OPRT) | 14-Jun-22 | Grant | 12,551 | -- | -- | 45% 28.16K to 40.72K | |
| 03-Jun-22 5:51 PM View: | Ringcentral, Inc. (RNG) | 01-Jun-22 | Grant | 4,770 | -- | -- | 40% 11.96K to 16.73K | |
| 04-Apr-22 6:11 PM View: | Oportun Financial Corp (OPRT) | 31-Mar-22 | Grant | 1,176 | -- | -- | 4% 26.99K to 28.16K | |
| 03-Mar-22 4:09 PM View: | Ringcentral, Inc. (RNG) | 01-Mar-22 | Conversion | 30,000 | -- | -- | 251% 11.96K to 41.96K | |
| 03-Mar-22 4:09 PM View: | Ringcentral, Inc. (RNG) | 01-Mar-22 | Sale (Planned) | 30,000 | $127.97 | $3,838,990.00 | (71%) 41.96K to 11.96K | |
| 03-Jan-22 4:05 PM View: | Oportun Financial Corp (OPRT) | 31-Dec-21 | Grant | 834 | -- | -- | 3% 26.16K to 26.99K | |
| 01-Oct-21 5:07 PM View: | Oportun Financial Corp (OPRT) | 30-Sep-21 | Grant | 675 | -- | -- | 3% 25.48K to 26.16K | |
| 16-Aug-21 5:12 PM View: | Ringcentral, Inc. (RNG) | 13-Aug-21 | Sale (Planned) | 1,072 | $252.99 | $271,204.00 | (8%) 13.03K to 11.96K | |
| 16-Aug-21 5:12 PM View: | Ringcentral, Inc. (RNG) | 12-Aug-21 | Private Sale (Planned) | 1,071 | $250.90 | $268,718.00 | (8%) 14.11K to 13.03K | |
| 01-Jul-21 7:01 PM View: | Oportun Financial Corp (OPRT) | 30-Jun-21 | Grant | 843 | -- | -- | 3% 24.64K to 25.48K | |
| 10-Jun-21 5:16 PM View: | Oportun Financial Corp (OPRT) | 08-Jun-21 | Grant | 6,010 | -- | -- | 32% 18.63K to 24.64K | |
| 03-Jun-21 8:46 PM View: | Ringcentral, Inc. (RNG) | 01-Jun-21 | Grant | 1,027 | -- | -- | 8% 13.08K to 14.11K | |
| 16-Apr-21 10:00 PM View: | Ringcentral, Inc. (RNG) | 15-Apr-21 | Option Exercise | 2,389 | $12.30 | $29,384.70 | 18% 13.08K to 15.47K | |
| 16-Apr-21 10:00 PM View: | Ringcentral, Inc. (RNG) | 15-Apr-21 | Planned Option Sale | 2,389 | $327.20 | $781,683.00 | (15%) 15.47K to 13.08K | |
| 16-Apr-21 10:00 PM View: | Ringcentral, Inc. (RNG) | 14-Apr-21 | Option Exercise | 2,388 | $12.30 | $29,372.40 | 18% 13.08K to 15.47K | |
| 16-Apr-21 10:00 PM View: | Ringcentral, Inc. (RNG) | 14-Apr-21 | Planned Option Sale | 2,388 | $321.33 | $767,340.00 | (15%) 15.47K to 13.08K | |
| 01-Apr-21 5:43 PM View: | Oportun Financial Corp (OPRT) | 31-Mar-21 | Grant | 794 | -- | -- | 4% 17.83K to 18.63K | |
| 25-Mar-21 7:12 PM View: | Ringcentral, Inc. (RNG) | 24-Mar-21 | Option Exercise | 2,388 | $12.30 | $29,372.40 | 18% 13.08K to 15.47K | |
| 25-Mar-21 7:12 PM View: | Ringcentral, Inc. (RNG) | 24-Mar-21 | Planned Option Sale | 2,388 | $310.75 | $742,066.00 | (15%) 15.47K to 13.08K | |
| 25-Mar-21 7:12 PM View: | Ringcentral, Inc. (RNG) | 23-Mar-21 | Option Exercise | 2,388 | $12.30 | $29,372.40 | 18% 13.08K to 15.47K | |
| 25-Mar-21 7:12 PM View: | Ringcentral, Inc. (RNG) | 23-Mar-21 | Planned Option Sale | 2,388 | $325.71 | $777,789.00 | (15%) 15.47K to 13.08K | |
| 08-Feb-21 5:36 PM View: | Ringcentral, Inc. (RNG) | 05-Feb-21 | Option Exercise | 2,388 | $12.30 | $29,372.40 | 18% 13.08K to 15.47K | |
| 08-Feb-21 5:36 PM View: | Ringcentral, Inc. (RNG) | 05-Feb-21 | Planned Option Sale | 2,388 | $401.48 | $958,740.00 | (15%) 15.47K to 13.08K | |
| 08-Feb-21 5:36 PM View: | Ringcentral, Inc. (RNG) | 04-Feb-21 | Option Exercise | 2,388 | $12.30 | $29,372.40 | 18% 13.08K to 15.47K | |
| 08-Feb-21 5:36 PM View: | Ringcentral, Inc. (RNG) | 04-Feb-21 | Planned Option Sale | 2,388 | $395.52 | $944,509.00 | (15%) 15.47K to 13.08K | |
| 12-Jan-21 4:06 PM View: | Ringcentral, Inc. (RNG) | 11-Jan-21 | Option Exercise | 2,388 | $12.30 | $29,372.40 | 18% 13.08K to 15.47K | |
| 12-Jan-21 4:06 PM View: | Ringcentral, Inc. (RNG) | 11-Jan-21 | Planned Option Sale | 2,388 | $387.48 | $925,312.00 | (15%) 15.47K to 13.08K | |
| 12-Jan-21 4:06 PM View: | Ringcentral, Inc. (RNG) | 08-Jan-21 | Option Exercise | 2,388 | $12.30 | $29,372.40 | 18% 13.08K to 15.47K | |
| 12-Jan-21 4:06 PM View: | Ringcentral, Inc. (RNG) | 08-Jan-21 | Planned Option Sale | 2,388 | $389.71 | $930,623.00 | (15%) 15.47K to 13.08K | |
| 05-Jan-21 6:55 PM View: | Oportun Financial Corp (OPRT) | 31-Dec-20 | Grant | 839 | -- | -- | 5% 16.99K to 17.83K | |
| 10-Dec-20 4:22 PM View: | Ringcentral, Inc. (RNG) | 09-Dec-20 | Option Exercise | 2,388 | $12.30 | $29,372.40 | 18% 13.08K to 15.47K | |
| 10-Dec-20 4:22 PM View: | Ringcentral, Inc. (RNG) | 09-Dec-20 | Planned Option Sale | 2,388 | $342.23 | $817,247.00 | (15%) 15.47K to 13.08K | |
| 10-Dec-20 4:22 PM View: | Ringcentral, Inc. (RNG) | 08-Dec-20 | Option Exercise | 2,388 | $12.30 | $29,372.40 | 18% 13.08K to 15.47K | |
| 10-Dec-20 4:22 PM View: | Ringcentral, Inc. (RNG) | 08-Dec-20 | Planned Option Sale | 2,388 | $346.67 | $827,845.00 | (15%) 15.47K to 13.08K | |
| 13-Nov-20 4:32 PM View: | Ringcentral, Inc. (RNG) | 12-Nov-20 | Option Exercise | 2,388 | $12.30 | $29,372.40 | 18% 13.08K to 15.47K | |
| 13-Nov-20 4:32 PM View: | Ringcentral, Inc. (RNG) | 12-Nov-20 | Planned Option Sale | 2,388 | $296.27 | $707,497.00 | (15%) 15.47K to 13.08K | |
| 13-Nov-20 4:32 PM View: | Ringcentral, Inc. (RNG) | 11-Nov-20 | Option Exercise | 2,388 | $12.30 | $29,372.40 | 18% 13.08K to 15.47K | |
| 13-Nov-20 4:32 PM View: | Ringcentral, Inc. (RNG) | 11-Nov-20 | Planned Option Sale | 2,388 | $282.12 | $673,708.00 | (15%) 15.47K to 13.08K | |
| 07-Oct-20 6:51 PM View: | Ringcentral, Inc. (RNG) | 06-Oct-20 | Option Exercise | 2,388 | $12.30 | $29,372.40 | 18% 13.08K to 15.47K | |
| 07-Oct-20 6:51 PM View: | Ringcentral, Inc. (RNG) | 06-Oct-20 | Planned Option Sale | 2,388 | $282.15 | $673,780.00 | (15%) 15.47K to 13.08K | |
| 07-Oct-20 6:51 PM View: | Ringcentral, Inc. (RNG) | 05-Oct-20 | Option Exercise | 2,388 | $12.30 | $29,372.40 | 18% 13.08K to 15.47K |