| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| MDB | MongoDB, Inc. | Interim CFO | $1.12M | -$91K | -7.52% | Apr 2, 2025 |
| APPN | APPIAN CORP | Chief Financial Officer | $0 | Aug 5, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|