| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Aspen Technology, Inc. | Director | Common Stock | 1,934 | $426,679 | $220.62 | 01 Sep 2023 | Direct |
| Anaplan, Inc. | Director | Common Stock | 0 | $62.83 | 22 Jun 2022 | Direct | |
| Anaplan, Inc. | Director | Restricted Stock Units | 0 | $63.75 | 15 Jun 2022 | Direct | |
| Anaplan, Inc. | Director | Stock Option (right to buy) | 0 | $19.12 | 22 Jun 2022 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| AZPN | Aspen Technology, Inc. | 01 Sep 2023 | 1 | $0 | 4 | Director | 06 Sep 2023, 16:40 |
| AZPN | Aspen Technology, Inc. | 20 Jul 2022 | 1 | $0 | 4 | Director | 22 Jul 2022, 16:23 |
| AZPN | Aspen Technology, Inc. | 13 Jul 2022 | 0 | $0 | 3 | Director | 22 Jul 2022, 16:20 |
| PLAN | Anaplan, Inc. | 22 Jun 2022 | 3 | -$7,330,812 | 4 | Director | 27 Jun 2022, 21:11 |
| PLAN | Anaplan, Inc. | 15 Jun 2022 | 2 | $0 | 4 | Director | 17 Jun 2022, 19:37 |
| PLAN | Anaplan, Inc. | 15 Jun 2021 | 1 | $0 | 4 | Director | 17 Jun 2021, 18:57 |
| PLAN | Anaplan, Inc. | 02 Jun 2021 | 2 | $0 | 4 | Director | 04 Jun 2021, 18:05 |