| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| OneStream, Inc. | Director | Common Units | 293K | $8.8M | $29.99 | Nov 25, 2024 | Direct |
| PAYCHEX INC | Director | Common Stock | 8.25K | $1.05M | $126.76 | Oct 15, 2025 | Direct |
| PAYCHEX INC | Director | Stock Option | 3.06K | $390K | $127.52 | Oct 15, 2025 | Direct |
| OneStream, Inc. | Director | Class A Common Stock | 7.13K | $152K | $21.29 | May 21, 2025 | Direct |
| OneStream, Inc. | Director | Class D Common Stock | 0 | $0 | $31.00 | Nov 25, 2024 | Direct |
| KnowBe4, Inc. | Director | Class A Common Stock | 0 | $24.90 | Feb 1, 2023 | Direct | |
| KnowBe4, Inc. | Director | Stock Option (right to buy) | 0 | $24.90 | Feb 1, 2023 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| PAYX | PAYCHEX INC | Oct 15, 2025 | 2 | $390K | 4 | Oct 17, 2025 | Director |
| PAYX | PAYCHEX INC | Jul 15, 2025 | 2 | $94.3K | 4 | Jul 17, 2025 | Director |
| OS | OneStream, Inc. | May 21, 2025 | 1 | $0 | 4 | May 22, 2025 | Director |
| OS | OneStream, Inc. | Nov 25, 2024 | 5 | -$179K | 4 | Nov 27, 2024 | Director |
| OS | OneStream, Inc. | Nov 14, 2024 | 5 | -$1.19M | 4 | Nov 18, 2024 | Director |
| OS | OneStream, Inc. | Jul 25, 2024 | 1 | -$1.5M | 4 | Jul 26, 2024 | Director |
| OS | OneStream, Inc. | Jul 24, 2024 | 0 | $0 | 3/A | Jul 26, 2024 | Director |
| OS | OneStream, Inc. | Jul 24, 2024 | 0 | $0 | 3 | Jul 24, 2024 | Director |
| PAYX | PAYCHEX INC | Jul 15, 2024 | 2 | $408K | 4 | Jul 17, 2024 | Director |
| PAYX | PAYCHEX INC | Jul 15, 2023 | 2 | $409K | 4 | Jul 17, 2023 | Director |
| KNBE | KnowBe4, Inc. | Feb 1, 2023 | 2 | -$17.6M | 4 | Feb 3, 2023 | Director |
| PAYX | PAYCHEX INC | Jul 15, 2022 | 2 | $348K | 4 | Jul 19, 2022 | Director |
| KNBE | KnowBe4, Inc. | May 16, 2022 | 1 | $0 | 4 | Jun 13, 2022 | Director |
| PAYX | PAYCHEX INC | Jul 15, 2021 | 2 | $572K | 4 | Jul 19, 2021 | Director |