| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| BL | BLACKLINE, INC. | Chief Customer Officer | $4.05M | Aug 20, 2025 | ||
| MDLA | Medallia, Inc. | Chief Customer Officer and EVP | Oct 29, 2021 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|