| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| OS | OneStream, Inc. | Director | $15.2M | May 21, 2025 | ||
| FIVN | Five9, Inc. | Chief Executive Officer | $13M | -$1.94M | -13% | Sep 4, 2025 |
| VCRA | VOCERA COMMUNICATIONS, INC. | Director | Feb 23, 2022 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|