| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Stitch Fix, Inc. | Chief Technology Officer | Class A Common Stock | 495,968 | $1,604,952 | $3.24 | 14 Jun 2023 | Direct |
| WEX Inc. | Chief Technology Officer | Common Stock | 7,017 | $1,079,074 | $153.78 | 15 Dec 2025 | Direct |
| WEX Inc. | Chief Technology Officer | Restricted Stock Units | 0 | $660,298 | $173.90 | 15 Dec 2025 | Direct |
| WEX Inc. | Chief Technology Officer | Market Share Units | 3,797 | $585,080 | $154.09 | 17 Mar 2025 | Direct |
| Stitch Fix, Inc. | Chief Technology Officer | Non-qualified Stock Option (Right to Buy) | 550,000 | 17 Mar 2023 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| WEX | WEX Inc. | 15 Dec 2025 | 3 | -$332,319 | 4 | Chief Technology Officer | 17 Dec 2025, 18:23 |
| WEX | WEX Inc. | 15 Mar 2025 | 8 | -$84,595 | 4 | Chief Technology Officer | 18 Mar 2025, 20:18 |
| WEX | WEX Inc. | 15 Dec 2024 | 3 | -$377,244 | 4 | Chief Technology Officer | 17 Dec 2024, 18:53 |
| WEX | WEX Inc. | 15 Mar 2024 | 2 | $0 | 4 | Chief Technology Officer | 19 Mar 2024, 21:06 |
| WEX | WEX Inc. | 15 Dec 2023 | 1 | $0 | 4 | Chief Technology Officer | 19 Dec 2023, 06:50 |
| WEX | WEX Inc. | 04 Dec 2023 | 0 | $0 | 3 | Chief Technology Officer | 14 Dec 2023, 18:56 |
| SFIX | Stitch Fix, Inc. | 14 Jun 2023 | 1 | -$79,859 | 4 | Chief Technology Officer | 16 Jun 2023, 16:20 |
| SFIX | Stitch Fix, Inc. | 17 Mar 2023 | 2 | $0 | 4 | Chief Technology Officer | 30 Mar 2023, 16:21 |
| SFIX | Stitch Fix, Inc. | 15 Mar 2023 | 1 | -$48,297 | 4 | Chief Technology Officer | 16 Mar 2023, 17:59 |
| SFIX | Stitch Fix, Inc. | 14 Dec 2022 | 1 | -$77,398 | 4 | Chief Technology Officer | 16 Dec 2022, 16:36 |
| SFIX | Stitch Fix, Inc. | 14 Sep 2022 | 1 | -$67,003 | 4 | Chief Technology Officer | 15 Sep 2022, 18:38 |
| SFIX | Stitch Fix, Inc. | 15 Jun 2022 | 1 | $0 | 4 | Chief Technology Officer | 16 Jun 2022, 17:33 |
| SFIX | Stitch Fix, Inc. | 10 Mar 2022 | 2 | $0 | 4 | Chief Technology Officer | 11 Mar 2022, 16:44 |
| SFIX | Stitch Fix, Inc. | 27 Feb 2022 | 0 | $0 | 3 | Chief Technology Officer | 09 Mar 2022, 15:46 |