| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Zendesk, Inc. | Director | Common Stock | 62,287 | $4,753,121 | $76.31 | 18 May 2022 | Direct |
| Okta, Inc. | Director | Class A Common Stock | 18,334 | $1,518,605 | $82.83 | 17 Jun 2022 | By Trust |
| Okta, Inc. | Director | Class A Common Stock | 862 | $71,399 | $82.83 | 17 Jun 2022 | Direct |
| WEALTHFRONT CORP | Director | Restricted Stock Units | 29,763 | 15 Dec 2025 | Direct | ||
| WEALTHFRONT CORP | Director | Common Stock | 4,251 | 15 Dec 2025 | Direct | ||
| Okta, Inc. | Director | Restricted Stock Units | 0 | $83.33 | 17 Jun 2022 | Direct | |
| Zendesk, Inc. | Director | Restricted Stock Unit | 0 | $77.50 | 18 May 2022 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| WLTH | WEALTHFRONT CORP | 15 Dec 2025 | 2 | $0 | 4 | Director | 17 Dec 2025, 16:30 |
| WLTH | WEALTHFRONT CORP | 11 Dec 2025 | 2 | $0 | 4 | Director | 15 Dec 2025, 20:54 |
| WLTH | WEALTHFRONT CORP | 11 Dec 2025 | 0 | $0 | 3 | Director | 11 Dec 2025, 21:05 |
| OKTA | Okta, Inc. | 17 Jun 2022 | 2 | $0 | 4 | Director | 21 Jun 2022, 17:24 |
| /report/000146317222000153-wilson-l-michelle-2022-05-18 | Zendesk, Inc. | 18 May 2022 | 2 | -$1,396 | 4 | Director | 20 May 2022, 17:44 |
| /report/000146317221000329-wilson-l-michelle-2021-08-09 | Zendesk, Inc. | 09 Aug 2021 | 1 | -$1,283,200 | 4 | Director | 10 Aug 2021, 18:18 |
| OKTA | Okta, Inc. | 16 Jun 2021 | 3 | $0 | 4 | Director | 21 Jun 2021, 17:16 |
| /report/000146317221000227-wilson-l-michelle-2021-05-19 | Zendesk, Inc. | 19 May 2021 | 2 | $0 | 4 | Director | 21 May 2021, 18:10 |
| /report/000146317221000269-wilson-l-michelle-2021-05-18 | Zendesk, Inc. | 18 May 2021 | 1 | $0 | 4 | Director | 03 Jun 2021, 21:38 |