| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Forge Global Holdings, Inc. | Director | Common Stock, $0.0001 par value per share | 33.3K | $20.6K | $0.62 | 18 Jul 2025 | Direct |
| Enfusion, Inc. | Director | Class A Common Stock | 0 | $0 | $11.15 | 21 Apr 2025 | Direct |
| Concord Acquisition Corp III | Director | Class A Common Stock | 30K | 16 Nov 2023 | Direct | ||
| Concord Acquisition Corp III | Director | Class B Common Stock | 0 | 16 Nov 2023 | Direct | ||
| COWEN INC. | Director | Class A Common Stock | 0 | $39.00 | 01 Mar 2023 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| FRGE | Forge Global Holdings, Inc. | 18 Jul 2025 | 1 | $0 | 4 | Director | 22 Jul 2025, 15:42 |
| FRGE | Forge Global Holdings, Inc. | 20 Jun 2025 | 1 | $0 | 4 | Director | 24 Jun 2025, 20:51 |
| ENFN | Enfusion, Inc. | 21 Apr 2025 | 1 | $0 | 4 | Director | 21 Apr 2025, 17:09 |
| ENFN | Enfusion, Inc. | 13 Jun 2024 | 1 | $0 | 4 | Director | 17 Jun 2024, 21:08 |
| FRGE | Forge Global Holdings, Inc. | 12 Jun 2024 | 1 | $0 | 4 | Director | 13 Jun 2024, 19:12 |
| FRGE | Forge Global Holdings, Inc. | 09 Mar 2024 | 1 | $0 | 4 | Director | 12 Mar 2024, 19:51 |
| FRGE | Forge Global Holdings, Inc. | 09 Mar 2024 | 0 | $0 | 3 | Director | 12 Mar 2024, 19:46 |
| CNDB | Concord Acquisition Corp III | 16 Nov 2023 | 2 | $0 | 4 | Director | 17 Nov 2023, 18:02 |
| ENFN | Enfusion, Inc. | 16 Aug 2023 | 2 | $0 | 4 | Director | 18 Aug 2023, 17:15 |
| ENFN | Enfusion, Inc. | 11 Aug 2023 | 1 | $0 | 4 | Director | 15 Aug 2023, 21:27 |
| ENFN | Enfusion, Inc. | 10 Aug 2023 | 1 | $0 | 4 | Director | 14 Aug 2023, 18:13 |
| ENFN | Enfusion, Inc. | 09 Aug 2023 | 1 | $0 | 4 | Director | 11 Aug 2023, 16:15 |
| ENFN | Enfusion, Inc. | 08 Aug 2023 | 1 | $0 | 4 | Director | 10 Aug 2023, 18:48 |
| ENFN | Enfusion, Inc. | 26 Jun 2023 | 1 | $0 | 4 | Director | 28 Jun 2023, 16:15 |
| ENFN | Enfusion, Inc. | 15 Jun 2023 | 1 | $0 | 4 | Director | 20 Jun 2023, 16:28 |
| ENFN | Enfusion, Inc. | 24 May 2023 | 1 | $0 | 4 | Director | 26 May 2023, 16:16 |
| ENFN | Enfusion, Inc. | 25 Apr 2023 | 1 | $0 | 4 | Director | 27 Apr 2023, 16:15 |
| COWN | COWEN INC. | 01 Mar 2023 | 2 | -$1.95M | 4 | Director | 01 Mar 2023, 10:41 |
| ENFN | Enfusion, Inc. | 25 Jan 2023 | 1 | $0 | 4 | Director | 27 Jan 2023, 18:15 |
| ENFN | Enfusion, Inc. | 25 Oct 2022 | 1 | $0 | 4 | Director | 27 Oct 2022, 21:20 |
| COWN | COWEN INC. | 30 Aug 2022 | 1 | $0 | 4 | Director | 01 Sep 2022, 16:22 |
| ENFN | Enfusion, Inc. | 15 Jun 2022 | 1 | $0 | 4 | Director | 17 Jun 2022, 21:33 |
| CNDB | Concord Acquisition Corp III | 03 Nov 2021 | 0 | $0 | 3 | Director | 03 Nov 2021, 21:42 |
| ENFN | Enfusion, Inc. | 31 Oct 2021 | 1 | $0 | 4 | Director | 02 Nov 2021, 18:10 |
| COWN | COWEN INC. | 27 Oct 2021 | 1 | $0 | 4 | Director | 29 Oct 2021, 17:00 |
| ENFN | Enfusion, Inc. | 21 Oct 2021 | 0 | $0 | 3 | Director | 21 Oct 2021, 21:19 |
| CNDA | Concord Acquisition Corp II | 31 Aug 2021 | 0 | $0 | 3 | Director | 31 Aug 2021, 20:33 |