| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| MeridianLink, Inc. | Director | Common Stock, par value $0.001 | 259K | $5.88M | $22.74 | Jun 8, 2023 | Indirect |
| HOULIHAN LOKEY, INC. | Director | CLASS A COMMON STOCK | 6.21K | $1M | $161.21 | May 22, 2025 | BY LLC |
| MeridianLink, Inc. | Director | Common Stock, par value $0.001 | 30K | $683K | $22.74 | Jun 8, 2023 | Direct |
| Dynatrace, Inc. | Director | Common Stock | 3.01K | $169K | $56.25 | Feb 25, 2022 | Direct |
| Dynatrace, Inc. | Director | Common Stock | 500 | $28.1K | $56.25 | Feb 25, 2022 | Indirect |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| HLI | HOULIHAN LOKEY, INC. | May 22, 2025 | 1 | $0 | 4 | May 23, 2025 | Director |
| HLI | HOULIHAN LOKEY, INC. | May 23, 2024 | 1 | $0 | 4 | May 24, 2024 | Director |
| MLNK | MeridianLink, Inc. | Jun 8, 2023 | 1 | $0 | 4 | Jun 9, 2023 | Director |
| HLI | HOULIHAN LOKEY, INC. | May 24, 2023 | 1 | $0 | 4 | May 25, 2023 | Director |
| MLNK | MeridianLink, Inc. | Jun 9, 2022 | 1 | $0 | 4 | Jun 10, 2022 | Director |
| HLI | HOULIHAN LOKEY, INC. | May 27, 2022 | 1 | $0 | 4 | May 31, 2022 | Director |
| DT | Dynatrace, Inc. | Feb 25, 2022 | 1 | -$110K | 4 | Mar 1, 2022 | Director |
| HLI | HOULIHAN LOKEY, INC. | Feb 25, 2022 | 1 | -$207K | 4 | Feb 28, 2022 | Director |
| HLI | HOULIHAN LOKEY, INC. | Feb 14, 2022 | 1 | -$110K | 4 | Feb 16, 2022 | Director |
| DT | Dynatrace, Inc. | Dec 1, 2021 | 5 | -$304K | 4 | Dec 3, 2021 | Director |
| DT | Dynatrace, Inc. | Aug 26, 2021 | 1 | $0 | 4 | Aug 30, 2021 | Director |
| MLNK | MeridianLink, Inc. | Jul 30, 2021 | 1 | -$690K | 4 | Aug 2, 2021 | Director |
| MLNK | MeridianLink, Inc. | Jul 27, 2021 | 1 | $0 | 4 | Jul 29, 2021 | Director |
| MLNK | MeridianLink, Inc. | Jul 27, 2021 | 0 | $0 | 3 | Jul 27, 2021 | Director |
| HLI | HOULIHAN LOKEY, INC. | May 26, 2021 | 1 | $0 | 4 | May 28, 2021 | Director |