| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| OneStream, Inc. | Director | Common Units | 293,411 | $8,800,129 | $29.99 | 25 Nov 2024 | Direct |
| PAYCHEX INC | Director | Common Stock | 8,254 | $1,046,277 | $126.76 | 15 Oct 2025 | Direct |
| PAYCHEX INC | Director | Stock Option | 3,061 | $390,338 | $127.52 | 15 Oct 2025 | Direct |
| OneStream, Inc. | Director | Class A Common Stock | 7,130 | $151,797 | $21.29 | 21 May 2025 | Direct |
| OneStream, Inc. | Director | Class D Common Stock | 0 | $0 | $31.00 | 25 Nov 2024 | Direct |
| KnowBe4, Inc. | Director | Class A Common Stock | 0 | $24.90 | 01 Feb 2023 | Direct | |
| KnowBe4, Inc. | Director | Stock Option (right to buy) | 0 | $24.90 | 01 Feb 2023 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| PAYX | PAYCHEX INC | 15 Oct 2025 | 2 | +$390,339 | 4 | Director | 17 Oct 2025, 16:00 |
| PAYX | PAYCHEX INC | 15 Jul 2025 | 2 | +$94,256 | 4 | Director | 17 Jul 2025, 16:00 |
| OS | OneStream, Inc. | 21 May 2025 | 1 | $0 | 4 | Director | 22 May 2025, 20:01 |
| OS | OneStream, Inc. | 25 Nov 2024 | 5 | -$178,560 | 4 | Director | 27 Nov 2024, 17:51 |
| OS | OneStream, Inc. | 14 Nov 2024 | 5 | -$1,190,307 | 4 | Director | 18 Nov 2024, 19:36 |
| OS | OneStream, Inc. | 25 Jul 2024 | 1 | -$1,504,664 | 4 | Director | 26 Jul 2024, 18:11 |
| OS | OneStream, Inc. | 24 Jul 2024 | 0 | $0 | 3/A | Director | 26 Jul 2024, 18:04 |
| OS | OneStream, Inc. | 24 Jul 2024 | 0 | $0 | 3 | Director | 24 Jul 2024, 20:31 |
| PAYX | PAYCHEX INC | 15 Jul 2024 | 2 | +$407,582 | 4 | Director | 17 Jul 2024, 16:00 |
| PAYX | PAYCHEX INC | 15 Jul 2023 | 2 | +$408,749 | 4 | Director | 17 Jul 2023, 15:52 |
| /report/000166499823000008-wilson-kara-2023-02-01 | KnowBe4, Inc. | 01 Feb 2023 | 2 | -$17,643,443 | 4 | Director | 03 Feb 2023, 15:04 |
| PAYX | PAYCHEX INC | 15 Jul 2022 | 2 | +$348,105 | 4 | Director | 19 Jul 2022, 15:00 |
| /report/000166499822000068-wilson-kara-2022-05-16 | KnowBe4, Inc. | 16 May 2022 | 1 | $0 | 4 | Director | 13 Jun 2022, 17:59 |
| PAYX | PAYCHEX INC | 15 Jul 2021 | 2 | +$571,800 | 4 | Director | 19 Jul 2021, 15:55 |