| Company Holdings | All | ZS | DOCU | MCK |
| Direct | Indirect Ownership | Total | |
| Shares | 31,553 | 0 | 31,553 |
| Value | $12,296,926.49 | $0.00 | $12,296,926.49 |
Ticker |
Trans. Date |
Trans. Type |
Shares |
Ownership Type |
Issue Type |
Price |
Trans. Value |
Total Shares Owned |
|---|---|---|---|---|---|---|---|---|
| ZS | 03/18/2026 | DDS | 177 | Direct | COM | $153.53 | $27,174.81 | 4,384 |
| DOCU | 03/03/2026 | DDS | 450 | Direct | COM | $45.02 | $20,259.00 | 14,757 |
| ZS | 01/02/2026 | DDS | 653 | Direct | COM | $226.72 | $148,048.16 | 3,485 |
| DOCU | 12/02/2025 | DDS | 450 | Direct | COM | $68.54 | $30,843.00 | 14,478 |
| DOCU | 09/16/2025 | DDS | 450 | Direct | COM | $81.28 | $36,576.00 | 14,199 |
| MCK | 07/14/2016 | DDS | 5,500 | Direct | COM | $199.00 | $1,094,500.00 | 12,412 |
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Transaction Type Key First letter: A = Acquired, D = Disposed Second letter: A = Grant, award or other acquisition pursuant to Rule 16b-3(d) C = Conversion of derivative security | D = Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e) | E = Expiration of short derivative position | F = Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3. | G = Gift | H = Expiration (or cancellation) of long derivative position with value received | I = Discretionary transaction in accordance with Rule 16b-3(f) | J = Other | L = Small acquisition under Rule 16a-6 | M = Exercise or conversion of derivative security exempted pursuant to Rule 16b-3 | O = Exercise of out-of-the-money derivative security | P = Open market or private purchase | S = Open market or private sale | U = Disposition pursuant to a tender of shares in a change of control transaction | W = Acquisition or disposition by will or the laws of descent and distribution | X = Exercise of in-the-money or at-the-money derivative security | Z = Deposit into or withdrawal from voting trust |
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