| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| EverQuote, Inc. | Director | Class A Common Stock | 52,161 | $1,342,102 | $25.73 | 12 Jan 2026 | Direct |
| Intapp, Inc. | Director | Common Stock | 33,089 | $1,303,706 | $39.40 | 18 Nov 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| EVER | EverQuote, Inc. | 12 Jan 2026 | 1 | -$17,265 | 4 | Director | 14 Jan 2026, 17:00 |
| INTA | Intapp, Inc. | 18 Nov 2025 | 1 | $0 | 4 | Director | 20 Nov 2025, 16:16 |
| INTA | Intapp, Inc. | 17 Nov 2025 | 3 | -$76,365 | 4 | Director | 18 Nov 2025, 16:07 |
| EVER | EverQuote, Inc. | 10 Oct 2025 | 1 | -$14,789 | 4 | Director | 14 Oct 2025, 17:30 |
| EVER | EverQuote, Inc. | 15 Aug 2025 | 1 | -$15,668 | 4 | Director | 18 Aug 2025, 19:00 |
| EVER | EverQuote, Inc. | 05 Jun 2025 | 1 | $0 | 4 | Director | 06 Jun 2025, 16:35 |
| EVER | EverQuote, Inc. | 10 Apr 2025 | 1 | -$26,438 | 4 | Director | 11 Apr 2025, 16:30 |
| EVER | EverQuote, Inc. | 25 Mar 2025 | 1 | -$150,000 | 4 | Director | 27 Mar 2025, 16:30 |
| EVER | EverQuote, Inc. | 10 Jan 2025 | 1 | -$22,725 | 4 | Director | 10 Jan 2025, 18:00 |
| INTA | Intapp, Inc. | 13 Nov 2024 | 2 | -$170,730 | 4 | Director | 15 Nov 2024, 16:12 |
| EVER | EverQuote, Inc. | 10 Oct 2024 | 1 | -$48,550 | 4 | Director | 11 Oct 2024, 16:30 |
| EVER | EverQuote, Inc. | 06 Jun 2024 | 1 | $0 | 4 | Director | 10 Jun 2024, 16:05 |
| EVER | EverQuote, Inc. | 14 May 2024 | 1 | -$94,240 | 4 | Director | 15 May 2024, 16:05 |
| INTA | Intapp, Inc. | 10 Apr 2024 | 1 | -$47,070 | 4 | Director | 11 Apr 2024, 16:07 |
| EVER | EverQuote, Inc. | 14 Mar 2024 | 1 | -$111,300 | 4 | Director | 18 Mar 2024, 17:04 |
| INTA | Intapp, Inc. | 17 Nov 2023 | 3 | -$114,972 | 4 | Director | 21 Nov 2023, 16:58 |
| INTA | Intapp, Inc. | 14 Nov 2023 | 1 | $0 | 4 | Director | 16 Nov 2023, 16:27 |
| INTA | Intapp, Inc. | 08 Jun 2023 | 1 | -$107,600 | 4 | Director | 12 Jun 2023, 16:33 |
| EVER | EverQuote, Inc. | 08 Jun 2023 | 1 | $0 | 4 | Director | 12 Jun 2023, 16:17 |
| INTA | Intapp, Inc. | 15 Nov 2022 | 1 | $0 | 4 | Director | 17 Nov 2022, 17:05 |
| INTA | Intapp, Inc. | 30 Jun 2022 | 1 | +$65,000 | 5 | Director | 12 Aug 2022, 16:38 |
| EVER | EverQuote, Inc. | 09 Jun 2022 | 1 | $0 | 4 | Director | 10 Jun 2022, 21:05 |
| EVER | EverQuote, Inc. | 17 Nov 2021 | 1 | +$81,050 | 4 | Director | 18 Nov 2021, 19:39 |
| INTA | Intapp, Inc. | 16 Nov 2021 | 1 | $0 | 4 | Director | 10 Feb 2022, 19:48 |
| EVER | EverQuote, Inc. | 14 Sep 2021 | 1 | +$21,680 | 4 | Director | 16 Sep 2021, 16:07 |
| INTA | Intapp, Inc. | 29 Jun 2021 | 1 | $0 | 4 | Director | 01 Jul 2021, 17:08 |
| INTA | Intapp, Inc. | 29 Jun 2021 | 0 | $0 | 3 | Director | 29 Jun 2021, 18:43 |
| EVER | EverQuote, Inc. | 10 Jun 2021 | 1 | $0 | 4 | Director | 14 Jun 2021, 17:33 |