| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| VistaOne, L.P. | Co-Chief Executive Officer | Class E Limited Partnership Units | 30K | $750K | $25.00 | Apr 1, 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| NONE | VistaOne, L.P. | Apr 1, 2025 | 1 | $750K | 4 | Apr 3, 2025 | Co-Chief Executive Officer |
| NONE | VistaOne, L.P. | Feb 7, 2025 | 0 | $0 | 3 | Feb 7, 2025 | Title: Co-Chief Executive Officer. Exhibit 24 - Power of Attorney. |
| CVT | CVENT HOLDING CORP. | Jun 15, 2023 | 0 | $0 | 4 | Jun 20, 2023 | Director |
| CVT | CVENT HOLDING CORP. | Dec 8, 2021 | 0 | $0 | 3 | Dec 20, 2021 | Director |
| PWSC | POWERSCHOOL HOLDINGS, INC. | Jul 28, 2021 | 0 | $0 | 3 | Jul 28, 2021 | Director |