| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| VistaOne, L.P. | Co-Chief Executive Officer | Class E Limited Partnership Units | 30,000 | $750,000 | $25 | 01 Apr 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| NONE | VistaOne, L.P. | 01 Apr 2025 | 1 | $750,000 | 4 | Co-Chief Executive Officer | 03 Apr 2025, 16:30 |
| NONE | VistaOne, L.P. | 07 Feb 2025 | 0 | $0 | 3 | Title: Co-Chief Executive Officer. Exhibit 24 - Power of Attorney. | 07 Feb 2025, 16:30 |
| CVT | CVENT HOLDING CORP. | 15 Jun 2023 | 0 | $0 | 4 | Director | 20 Jun 2023, 18:31 |
| CVT | CVENT HOLDING CORP. | 08 Dec 2021 | 0 | $0 | 3 | Director | 20 Dec 2021, 19:12 |
| PWSC | POWERSCHOOL HOLDINGS, INC. | 28 Jul 2021 | 0 | $0 | 3 | Director | 28 Jul 2021, 19:31 |