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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 13-Dec-23 5:41 PM View:  | Veeva Systems Inc (VEEV) | 12-Dec-23 | Gift | 800,000 | -- | -- | (6%) 13.07M to 12.27M | |
| 16-Oct-23 7:37 PM View: | Veeva Systems Inc (VEEV) | 15-Oct-23 | Conversion | 12,987,300 | -- | -- | 15838% 82.0K to 13.07M | |
| 21-Mar-23 7:38 PM View: | Zoom Video Communications, ... (ZM) | 18-Mar-23 | Option Exercise | 236 | -- | -- | 6% 3.82K to 4.06K | |
| 08-Feb-23 8:26 PM View: | Veeva Systems Inc (VEEV) | 07-Feb-23 | Conversion | 1,404,460 | -- | -- | 1713% 82.0K to 1.49M | |
| 08-Feb-23 8:26 PM View: | Veeva Systems Inc (VEEV) | 07-Feb-23 | Sale (Planned) | 1,404,460 | $170.00 | $238,758,000.00 | (94%) 1.49M to 82.0K | |
| 11-Jan-23 5:02 PM View: | Veeva Systems Inc (VEEV) | 09-Jan-23 | Conversion | 1,347,810 | -- | -- | 1644% 82.0K to 1.43M | |
| 11-Jan-23 5:02 PM View: | Veeva Systems Inc (VEEV) | 09-Jan-23 | Sale (Planned) | 1,347,810 | $153.68 | $207,139,008.00 | (94%) 1.43M to 82.0K | |
| 06-Jan-23 8:58 PM View: | Veeva Systems Inc (VEEV) | 06-Jan-23 | Conversion | 23,730 | -- | -- | 29% 82.0K to 105.73K | |
| 06-Jan-23 8:58 PM View: | Veeva Systems Inc (VEEV) | 06-Jan-23 | Sale (Planned) | 23,730 | $160.01 | $3,796,920.00 | (22%) 105.73K to 82.0K | |
| 06-Jan-23 8:58 PM View: | Veeva Systems Inc (VEEV) | 05-Jan-23 | Conversion | 24,000 | -- | -- | 29% 82.0K to 106.0K | |
| 06-Jan-23 8:58 PM View: | Veeva Systems Inc (VEEV) | 05-Jan-23 | Sale (Planned) | 24,000 | $161.44 | $3,874,530.00 | (23%) 106.0K to 82.0K | |
| 06-Jan-23 8:58 PM View: | Veeva Systems Inc (VEEV) | 04-Jan-23 | Conversion | 41,494 | -- | -- | 51% 82.0K to 123.49K | |
| 06-Jan-23 8:58 PM View: | Veeva Systems Inc (VEEV) | 04-Jan-23 | Sale (Planned) | 41,494 | $165.27 | $6,857,790.00 | (34%) 123.49K to 82.0K | |
| 04-Jan-23 6:35 PM View: | Veeva Systems Inc (VEEV) | 03-Jan-23 | Conversion | 28,506 | -- | -- | 35% 82.0K to 110.51K | |
| 04-Jan-23 6:35 PM View: | Veeva Systems Inc (VEEV) | 03-Jan-23 | Sale (Planned) | 28,506 | $159.77 | $4,554,320.00 | (26%) 110.51K to 82.0K | |
| 22-Dec-22 9:46 PM View: | Veeva Systems Inc (VEEV) | 22-Dec-22 | Gift | 139,000 | -- | -- | (77%) 180.0K to 41.0K | |
| 22-Dec-22 9:46 PM View: | Veeva Systems Inc (VEEV) | 21-Dec-22 | Conversion | 139,000 | -- | -- | 339% 41.0K to 180.0K | |
| 20-Dec-22 5:09 PM View: | Zoom Video Communications, ... (ZM) | 18-Dec-22 | Option Exercise | 236 | -- | -- | 7% 3.58K to 3.82K | |
| 16-Dec-22 8:31 PM View: | Veeva Systems Inc (VEEV) | 16-Dec-22 | Conversion | 42,304 | -- | -- | 52% 82.0K to 124.3K | |
| 16-Dec-22 8:31 PM View: | Veeva Systems Inc (VEEV) | 16-Dec-22 | Sale (Planned) | 42,304 | $168.22 | $7,116,500.00 | (34%) 124.3K to 82.0K | |
| 16-Dec-22 8:31 PM View: | Veeva Systems Inc (VEEV) | 15-Dec-22 | Conversion | 42,107 | -- | -- | 51% 82.0K to 124.11K | |
| 16-Dec-22 8:31 PM View: | Veeva Systems Inc (VEEV) | 15-Dec-22 | Sale (Planned) | 42,107 | $170.49 | $7,178,730.00 | (34%) 124.11K to 82.0K | |
| 16-Dec-22 8:31 PM View: | Veeva Systems Inc (VEEV) | 14-Dec-22 | Conversion | 29,260 | -- | -- | 36% 82.0K to 111.26K | |
| 16-Dec-22 8:31 PM View: | Veeva Systems Inc (VEEV) | 14-Dec-22 | Sale (Planned) | 29,260 | $179.54 | $5,253,350.00 | (26%) 111.26K to 82.0K | |
| 14-Dec-22 4:11 PM View: | Veeva Systems Inc (VEEV) | 13-Dec-22 | Conversion | 52,580 | -- | -- | 64% 82.0K to 134.58K | |
| 14-Dec-22 4:11 PM View: | Veeva Systems Inc (VEEV) | 13-Dec-22 | Sale (Planned) | 52,580 | $177.11 | $9,312,550.00 | (39%) 134.58K to 82.0K | |
| 14-Dec-22 4:11 PM View: | Veeva Systems Inc (VEEV) | 12-Dec-22 | Conversion | 36,627 | -- | -- | 45% 82.0K to 118.63K | |
| 14-Dec-22 4:11 PM View: | Veeva Systems Inc (VEEV) | 12-Dec-22 | Sale (Planned) | 36,627 | $173.02 | $6,337,290.00 | (31%) 118.63K to 82.0K | |
| 09-Dec-22 7:57 PM View: | Veeva Systems Inc (VEEV) | 09-Dec-22 | Conversion | 29,412 | -- | -- | 36% 82.0K to 111.41K | |
| 09-Dec-22 7:57 PM View: | Veeva Systems Inc (VEEV) | 09-Dec-22 | Sale (Planned) | 29,412 | $173.63 | $5,106,690.00 | (26%) 111.41K to 82.0K | |
| 09-Dec-22 7:57 PM View: | Veeva Systems Inc (VEEV) | 08-Dec-22 | Conversion | 53,058 | -- | -- | 65% 82.0K to 135.06K | |
| 09-Dec-22 7:57 PM View: | Veeva Systems Inc (VEEV) | 08-Dec-22 | Sale (Planned) | 53,058 | $171.10 | $9,077,950.00 | (39%) 135.06K to 82.0K | |
| 09-Dec-22 7:57 PM View: | Veeva Systems Inc (VEEV) | 07-Dec-22 | Conversion | 49,674 | -- | -- | 61% 82.0K to 131.67K | |
| 09-Dec-22 7:57 PM View: | Veeva Systems Inc (VEEV) | 07-Dec-22 | Sale (Planned) | 49,674 | $165.10 | $8,201,290.00 | (38%) 131.67K to 82.0K | |
| 07-Dec-22 7:43 PM View: | Veeva Systems Inc (VEEV) | 06-Dec-22 | Conversion | 69,978 | -- | -- | 85% 82.0K to 151.98K | |
| 07-Dec-22 7:43 PM View: | Veeva Systems Inc (VEEV) | 06-Dec-22 | Sale (Planned) | 69,978 | $165.38 | $11,573,300.00 | (46%) 151.98K to 82.0K | |
| 07-Dec-22 7:43 PM View: | Veeva Systems Inc (VEEV) | 05-Dec-22 | Conversion | 58,333 | -- | -- | 71% 82.0K to 140.33K | |
| 07-Dec-22 7:43 PM View: | Veeva Systems Inc (VEEV) | 05-Dec-22 | Sale (Planned) | 58,333 | $168.83 | $9,848,540.00 | (42%) 140.33K to 82.0K | |
| 21-Sep-22 7:32 PM View: | Zoom Video Communications, ... (ZM) | 18-Sep-22 | Option Exercise | 236 | -- | -- | 7% 3.35K to 3.58K | |
| 22-Jun-22 7:07 PM View: | Zoom Video Communications, ... (ZM) | 18-Jun-22 | Option Exercise | 236 | -- | -- | 8% 3.11K to 3.35K | |
| 22-Mar-22 8:07 PM View: | Zoom Video Communications, ... (ZM) | 18-Mar-22 | Option Exercise | 236 | -- | -- | 8% 2.88K to 3.11K | |
| 21-Dec-21 6:06 PM View: | Zoom Video Communications, ... (ZM) | 18-Dec-21 | Option Exercise | 236 | -- | -- | 9% 2.64K to 2.88K | |
| 21-Sep-21 10:00 PM View: | Zoom Video Communications, ... (ZM) | 18-Sep-21 | Option Exercise | 236 | -- | -- | 10% 2.4K to 2.64K | |
| 22-Jun-21 6:07 PM View: | Zoom Video Communications, ... (ZM) | 18-Jun-21 | Option Exercise | 236 | -- | -- | 11% 2.17K to 2.4K | |
| 22-Mar-21 6:25 PM View: | Zoom Video Communications, ... (ZM) | 18-Mar-21 | Option Exercise | 236 | -- | -- | 12% 1.93K to 2.17K | |
| 22-Dec-20 6:34 PM View: | Zoom Video Communications, ... (ZM) | 18-Dec-20 | Option Exercise | 236 | -- | -- | 14% 1.7K to 1.93K | |
| 21-Dec-20 5:18 PM View: | Veeva Systems Inc (VEEV) | 17-Dec-20 | Conversion | 82,000 | -- | -- | (200%) (-41.0K) to 41.0K | |
| 21-Dec-20 5:18 PM View: | Veeva Systems Inc (VEEV) | 17-Dec-20 | Gift | 82,000 | -- | -- | 200% 41.0K to 123.0K | |
| 21-Dec-20 5:18 PM View: | Veeva Systems Inc (VEEV) | 17-Dec-20 | Gift | 82,000 | -- | -- | (67%) 123.0K to 41.0K | |
| 22-Sep-20 7:45 PM View: | Zoom Video Communications, ... (ZM) | 18-Sep-20 | Option Exercise | 236 | -- | -- | 16% 1.46K to 1.7K |