Issuer positions
2
Form 3/4/5 issuer positions and transaction evidence for this reporting owner.
Issuer positions
2
Largest position
Phreesia, Inc.
Disclosed value
$81.01M
Recent activity
Available
Disclosed holdings value
$81,013,131
Estimated from parsed Forms 3/4/5 when holding values are disclosed.
Issuer positions
2
Distinct issuers tied to this reporting owner in parsed SEC filings.
Largest parsed position
Phreesia, Inc. (PHR)
About $74.13M disclosed in parsed filings.
Latest ownership filing
02 Apr 2026
Most recent owner-level filing date in the parsed SEC record.
Values come from parsed SEC Forms 3/4/5 and should be checked against the source filing before use.
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| Sym | Company | Class | Transaction | % | Reported value | Reported price | Shares | Shares after | Date | Ownership |
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