| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| SoFi Technologies, Inc. | Director | Common Stock | 289K | $4.16M | $14.39 | Jun 10, 2025 | By Spouse |
| ZUORA INC | Director | Class A Common Stock | 191K | $1.77M | $9.26 | Jun 27, 2023 | Direct |
| SoFi Technologies, Inc. | Director | Restricted Stock Unit | 18.4K | $225K | $6.41 | Jun 10, 2025 | Direct |
| SMARTSHEET INC | Director | Class A Common Stock | 0 | $0 | $56.50 | Jan 22, 2025 | By Justin Yeshil Wickett Trust |
| SMARTSHEET INC | Director | Class A Common Stock | 0 | $0 | $56.50 | Jan 22, 2025 | By Troy Kevork Wickett Trust |
| SMARTSHEET INC | Director | Class A Common Stock | 0 | $0 | $56.50 | Jan 22, 2025 | Direct |
| SMARTSHEET INC | Director | Restricted Stock Units (RSU) (Class A) | 0 | $0 | $56.50 | Jan 22, 2025 | Direct |
| SMARTSHEET INC | Director | Stock Option (right to buy Class B Common Stock) | 0 | Jan 22, 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| SOFI | SoFi Technologies, Inc. | Jun 5, 2025 | 3 | -$2.47M | 4 | Jun 12, 2025 | Director |
| SOFI | SoFi Technologies, Inc. | May 28, 2025 | 2 | $0 | 4 | Jun 3, 2025 | Director |
| SMAR | SMARTSHEET INC | Jan 22, 2025 | 5 | -$1.87M | 4 | Jan 24, 2025 | Director |
| SOFI | SoFi Technologies, Inc. | Aug 12, 2024 | 0 | $0 | 4 | Aug 14, 2024 | Director |
| SMAR | SMARTSHEET INC | Jun 14, 2024 | 3 | $0 | 4 | Jun 18, 2024 | Director |
| SOFI | SoFi Technologies, Inc. | Aug 14, 2023 | 1 | $0 | 4 | Aug 16, 2023 | Director |
| SOFI | SoFi Technologies, Inc. | Jul 4, 2023 | 2 | $0 | 4 | Jul 6, 2023 | Director |
| ZUO | ZUORA INC | Jun 27, 2023 | 1 | $0 | 4 | Jun 27, 2023 | Director |
| SMAR | SMARTSHEET INC | Jun 16, 2023 | 3 | $0 | 4 | Jun 20, 2023 | Director |
| ZUO | ZUORA INC | Jun 21, 2022 | 1 | $0 | 4 | Jun 24, 2022 | Director |
| SMAR | SMARTSHEET INC | Jun 17, 2022 | 3 | $0 | 4 | Jun 22, 2022 | Director |
| ZUO | ZUORA INC | Jan 31, 2022 | 2 | $0 | 5 | Mar 28, 2022 | Director |
| SMAR | SMARTSHEET INC | Dec 22, 2021 | 2 | -$790K | 4 | Dec 23, 2021 | Director |
| ZUO | ZUORA INC | Dec 7, 2021 | 2 | -$454K | 4 | Dec 8, 2021 | Director |
| ZUO | ZUORA INC | Oct 13, 2021 | 1 | -$88.1K | 4 | Oct 15, 2021 | Director |
| SMAR | SMARTSHEET INC | Sep 23, 2021 | 2 | -$770K | 4 | Sep 24, 2021 | Director |
| ZUO | ZUORA INC | Sep 2, 2021 | 1 | -$83.5K | 4 | Sep 7, 2021 | Director |
| ZUO | ZUORA INC | Aug 30, 2021 | 1 | -$78.8K | 4 | Sep 1, 2021 | Director |
| ZUO | ZUORA INC | Jul 9, 2021 | 2 | $0 | 4 | Jul 13, 2021 | Director |
| SMAR | SMARTSHEET INC | Jul 7, 2021 | 2 | -$769K | 4 | Jul 8, 2021 | Director |
| ZUO | ZUORA INC | Jun 22, 2021 | 1 | $0 | 4 | Jun 24, 2021 | Director |
| SMAR | SMARTSHEET INC | Jun 17, 2021 | 4 | -$1.38M | 4 | Jun 22, 2021 | Director |
| SMAR | SMARTSHEET INC | Jun 17, 2021 | 3 | $0 | 4 | Jun 21, 2021 | Director |
| SOFI | SoFi Technologies, Inc. | May 28, 2021 | 4 | $0 | 4 | Jun 2, 2021 | Director |
| SOFI | SoFi Technologies, Inc. | May 28, 2021 | 0 | $0 | 3 | Jun 2, 2021 | Director |