| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Five9, Inc. | Director | Common Stock | 193K | $15.3M | $79.12 | May 16, 2023 | Direct |
| DELTA AIR LINES, INC. | Director | Common Stock | 79.3K | $3.86M | $48.72 | Jun 20, 2024 | Direct |
| Five9, Inc. | Director | Common Stock | 12.1K | $957K | $79.12 | May 16, 2023 | By Trust |
| EXELON CORP | Director | Common stock- deferred stock units | 228 | $10.1K | $44.19 | Mar 31, 2025 | By Exelon Directors Deferred Stock Unit Plan |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| EXC | EXELON CORP | Mar 31, 2025 | 1 | $10.1K | 4 | Apr 2, 2025 | Director |
| EXC | EXELON CORP | Mar 10, 2025 | 0 | $0 | 3 | Mar 11, 2025 | Director |
| DAL | DELTA AIR LINES, INC. | Jun 20, 2024 | 1 | $0 | 4 | Jun 21, 2024 | Director |
| DAL | DELTA AIR LINES, INC. | Jun 15, 2023 | 1 | $0 | 4 | Jun 20, 2023 | Director |
| FIVN | Five9, Inc. | May 16, 2023 | 1 | $0 | 4 | May 18, 2023 | Director |
| DAL | DELTA AIR LINES, INC. | Jun 16, 2022 | 1 | $0 | 4 | Jun 21, 2022 | Director |
| FIVN | Five9, Inc. | May 18, 2022 | 1 | $0 | 4 | May 20, 2022 | Director |
| FIVN | Five9, Inc. | Mar 4, 2022 | 6 | -$3.93M | 4 | Mar 8, 2022 | Director |
| FIVN | Five9, Inc. | Jan 25, 2022 | 2 | $218K | 4 | Jan 26, 2022 | Director |
| DAL | DELTA AIR LINES, INC. | Jun 17, 2021 | 1 | $0 | 4 | Jun 21, 2021 | Director |
| FIVN | Five9, Inc. | May 12, 2021 | 1 | $0 | 4 | May 13, 2021 | Director |