Company Holdings | All | LZ | PSTG | ADBE | QCOM |
Direct | Indirect Ownership | Total | |
Shares | 120,538 | 0 | 120,538 |
Value | $11,639,614.33 | $0.00 | $11,639,614.33 |
Ticker |
Trans. Date |
Trans. Type |
Shares |
Ownership Type |
Issue Type |
Price |
Trans. Value |
Total Shares Owned |
---|---|---|---|---|---|---|---|---|
LZ | 08/12/2025 | DDS | 24,250 | Direct | COM | $10.57 | $256,395.25 | 69,953 |
PSTG | 07/11/2025 | DDS | 6,959 | Direct | COM | $56.17 | $390,887.03 | 19,706 |
PSTG | 06/05/2025 | DDS | 11,234 | Direct | COM | $55.13 | $619,330.42 | 21,930 |
LZ | 03/01/2024 | DDS | 10,000 | Direct | COM | $12.47 | $124,740.00 | 40,507 |
PSTG | 06/22/2023 | DDS | 9,097 | Direct | COM | $36.56 | $332,602.69 | 36,396 |
ADBE | 04/26/2021 | DDS | 968 | Direct | COM | $511.31 | $494,946.34 | 21,757 |
ADBE | 04/26/2021 | DDS | 2,282 | Direct | COM | $513.40 | $1,171,581.99 | 19,475 |
ADBE | 01/25/2021 | DDS | 2,139 | Direct | COM | $474.51 | $1,014,976.89 | 16,226 |
ADBE | 10/26/2020 | DDS | 4,000 | Direct | COM | $480.90 | $1,923,600.00 | 11,883 |
ADBE | 07/27/2020 | DDS | 676 | Direct | COM | $431.97 | $292,013.55 | 18,816 |
ADBE | 07/27/2020 | DDS | 1,924 | Direct | COM | $436.07 | $838,990.21 | 15,492 |
ADBE | 07/27/2020 | DDS | 1,400 | Direct | COM | $434.81 | $608,736.66 | 17,416 |
QCOM | 12/07/2016 | DDS | 9,344 | Direct | COM | $68.24 | $637,639.23 | 9,122 |
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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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