| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| RingCentral, Inc. | Director | Class A Common Stock | 26.7K | $740K | $27.72 | Jun 1, 2025 | Direct |
| EverCommerce Inc. | Director | Common Stock | 49.9K | $567K | $11.37 | Jun 20, 2025 | Direct |
| ZUORA INC | Director | Class A Common Stock | 0 | $0 | $10.00 | Feb 14, 2025 | Direct |
| RITCHIE BROS AUCTIONEERS INC | Director | Deferred Share Units | 10.7K | Mar 7, 2022 | Direct | ||
| RITCHIE BROS AUCTIONEERS INC | Director | Dividend Equivalent Rights (DSUs) | 464 | Mar 4, 2022 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| EVCM | EverCommerce Inc. | Jun 20, 2025 | 1 | $0 | 4 | Jun 23, 2025 | Director |
| RNG | RingCentral, Inc. | Jun 1, 2025 | 1 | $0 | 4 | Jun 3, 2025 | Director |
| EVCM | EverCommerce Inc. | May 17, 2025 | 1 | $0 | 4 | May 20, 2025 | Director |
| EVCM | EverCommerce Inc. | May 17, 2025 | 0 | $0 | 3 | May 20, 2025 | Director |
| RNG | RingCentral, Inc. | Feb 28, 2025 | 1 | $0 | 4 | Mar 4, 2025 | Director |
| ZUO | ZUORA INC | Feb 14, 2025 | 1 | -$617K | 4 | Feb 14, 2025 | Director |
| RNG | RingCentral, Inc. | Dec 31, 2024 | 0 | $0 | 3 | Jan 3, 2025 | Director |
| ZUO | ZUORA INC | Jun 27, 2024 | 1 | $0 | 4 | Jul 1, 2024 | Director |
| ZUO | ZUORA INC | Jan 16, 2024 | 1 | -$34.7K | 4 | Jan 17, 2024 | Director |
| ZUO | ZUORA INC | Jul 5, 2023 | 2 | -$98K | 4 | Jul 11, 2023 | Director |
| ZUO | ZUORA INC | Jun 27, 2023 | 1 | $0 | 4 | Jun 27, 2023 | Director |
| ZUO | ZUORA INC | Jan 13, 2023 | 1 | -$27.6K | 4 | Jan 18, 2023 | Director |
| ZUO | ZUORA INC | Jun 21, 2022 | 1 | $0 | 4 | Jun 24, 2022 | Director |
| RBA | RITCHIE BROS AUCTIONEERS INC | Apr 27, 2022 | 0 | $0 | 4 | Apr 27, 2022 | Director |
| RBA | RITCHIE BROS AUCTIONEERS INC | Mar 7, 2022 | 1 | $0 | 4 | Mar 9, 2022 | Director |
| RBA | RITCHIE BROS AUCTIONEERS INC | Mar 4, 2022 | 1 | $0 | 4 | Mar 7, 2022 | Director |
| ZUO | ZUORA INC | Jan 13, 2022 | 1 | $0 | 4 | Jan 18, 2022 | Director |
| ZUO | ZUORA INC | Jan 13, 2022 | 0 | $0 | 3 | Jan 18, 2022 | Director |
| RBA | RITCHIE BROS AUCTIONEERS INC | Dec 15, 2021 | 1 | $0 | 4 | Dec 20, 2021 | Director |
| RBA | RITCHIE BROS AUCTIONEERS INC | Nov 15, 2021 | 1 | $0 | 4 | Nov 17, 2021 | Director |
| RBA | RITCHIE BROS AUCTIONEERS INC | Sep 15, 2021 | 1 | $0 | 4 | Sep 17, 2021 | Director |
| RBA | RITCHIE BROS AUCTIONEERS INC | Aug 16, 2021 | 1 | $0 | 4 | Aug 17, 2021 | Director |
| RBA | RITCHIE BROS AUCTIONEERS INC | Jun 16, 2021 | 1 | $0 | 4 | Jun 21, 2021 | Director |
| RBA | RITCHIE BROS AUCTIONEERS INC | May 17, 2021 | 1 | $0 | 4 | May 18, 2021 | Director |