Insider Ownership Activity for Roger H. Lee

SEC Forms 3/4/5 positions, issuer links, and transaction evidence for this reporting owner.

Linked issuers

Largest position

Braze, Inc.

Disclosed value

$391.06M

Transaction activity

Available

Reporting-owner positions (Forms 3/4/5): Forms 3/4/5 connect reporting owners to issuers, positions, and transactions disclosed to the SEC. They are filing-backed ownership signals, not a complete capitalization table.
Estimated position value
3/4/5
$391.06M
Estimated from parsed Forms 3/4/5 when filings include enough share and price data.
Linked issuers
3/4/5
4
Distinct issuers connected to this reporting owner in parsed SEC filings.
Largest linked position
3/4/5
Braze, Inc. (BRZE)
$268.86M from parsed reporting-owner filings.
Latest parsed filing
SEC
10 Jun 2025
Most recent reporting-owner filing date in the parsed SEC record.
Braze, Inc. (BRZE)
Filing-backed value: $268.86M · Role: 10%+ Owner
Sprinklr, Inc. (CXM)
Filing-backed value: $114.9M · Role: 10%+ Owner
Wag! Group Co.
Filing-backed value: $6.44M · Role: Director
Amplitude, Inc. (AMPL)
Filing-backed value: $861.3K · Role: 10%+ Owner
How to read Forms 3/4/5 positions
Reported values are filing-backed estimates from parsed SEC Forms 3/4/5 when the filing includes enough share and price data.
Use this as reporting-owner context, not as a full capitalization table or a public-float ownership breakdown.
Reporting-owner location: Boston, MA
Latest reporting-owner signature: /s/ Christopher Schiavo, as Attorney-in-Fact for Roger H. Lee
Source filing history: Open source filing history

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