| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| OneStream, Inc. | Director | Common Units | 293K | $8.8M | $29.99 | 25 Nov 2024 | Direct |
| PAYCHEX INC | Director | Common Stock | 8.25K | $1.05M | $126.76 | 15 Oct 2025 | Direct |
| PAYCHEX INC | Director | Stock Option | 3.06K | $390K | $127.52 | 15 Oct 2025 | Direct |
| OneStream, Inc. | Director | Class A Common Stock | 7.13K | $152K | $21.29 | 21 May 2025 | Direct |
| OneStream, Inc. | Director | Class D Common Stock | 0 | $0 | $31.00 | 25 Nov 2024 | Direct |
| KnowBe4, Inc. | Director | Class A Common Stock | 0 | $24.90 | 01 Feb 2023 | Direct | |
| KnowBe4, Inc. | Director | Stock Option (right to buy) | 0 | $24.90 | 01 Feb 2023 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| PAYX | PAYCHEX INC | 15 Oct 2025 | 2 | $390K | 4 | Director | 17 Oct 2025, 16:00 |
| PAYX | PAYCHEX INC | 15 Jul 2025 | 2 | $94.3K | 4 | Director | 17 Jul 2025, 16:00 |
| OS | OneStream, Inc. | 21 May 2025 | 1 | $0 | 4 | Director | 22 May 2025, 20:01 |
| OS | OneStream, Inc. | 25 Nov 2024 | 5 | -$179K | 4 | Director | 27 Nov 2024, 17:51 |
| OS | OneStream, Inc. | 14 Nov 2024 | 5 | -$1.19M | 4 | Director | 18 Nov 2024, 19:36 |
| OS | OneStream, Inc. | 25 Jul 2024 | 1 | -$1.5M | 4 | Director | 26 Jul 2024, 18:11 |
| OS | OneStream, Inc. | 24 Jul 2024 | 0 | $0 | 3/A | Director | 26 Jul 2024, 18:04 |
| OS | OneStream, Inc. | 24 Jul 2024 | 0 | $0 | 3 | Director | 24 Jul 2024, 20:31 |
| PAYX | PAYCHEX INC | 15 Jul 2024 | 2 | $408K | 4 | Director | 17 Jul 2024, 16:00 |
| PAYX | PAYCHEX INC | 15 Jul 2023 | 2 | $409K | 4 | Director | 17 Jul 2023, 15:52 |
| KNBE | KnowBe4, Inc. | 01 Feb 2023 | 2 | -$17.6M | 4 | Director | 03 Feb 2023, 15:04 |
| PAYX | PAYCHEX INC | 15 Jul 2022 | 2 | $348K | 4 | Director | 19 Jul 2022, 15:00 |
| KNBE | KnowBe4, Inc. | 16 May 2022 | 1 | $0 | 4 | Director | 13 Jun 2022, 17:59 |
| PAYX | PAYCHEX INC | 15 Jul 2021 | 2 | $572K | 4 | Director | 19 Jul 2021, 15:55 |