| Company Holdings | All | CXM | AMPL | BRZE | W | BV |
| Direct | Indirect Ownership | Total | |
| Shares | 1,013,494 | 6,374,411 | 7,387,905 |
| Value | $11,537,690.00 | $83,349,644.51 | $94,887,334.51 |
Ticker |
Trans. Date |
Trans. Type |
Shares |
Ownership Type |
Issue Type |
Price |
Trans. Value |
Total Shares Owned |
|---|---|---|---|---|---|---|---|---|
| CXM | 06/10/2025 | DDS | 121,060 | Indirect | COM | $8.74 | $1,058,064.40 | 200,244 |
| CXM | 06/09/2025 | DDS | 378,940 | Indirect | COM | $8.76 | $3,319,514.40 | 321,304 |
| CXM | 03/14/2025 | DDS | 26,053 | Direct | COM | $9.28 | $241,771.84 | 968,306 |
| AMPL | 01/02/2024 | DDS | 33,333 | Indirect | COM | $12.56 | $418,662.48 | 327,766 |
| CXM | 10/11/2023 | DDS | 139,716 | Direct | COM | $14.11 | $1,971,392.76 | 746,735 |
| CXM | 10/03/2023 | DDS | 37,262 | Direct | COM | $13.83 | $515,333.46 | 799,999 |
| CXM | 10/02/2023 | DDS | 186,129 | Direct | COM | $13.94 | $2,594,638.26 | 837,261 |
| BRZE | 11/19/2021 | AAP | 29,250 | Indirect | COM | $65.00 | $1,901,250.00 | 29,250 |
| BRZE | 11/19/2021 | AAP | 295,750 | Indirect | COM | $65.00 | $19,223,750.00 | 1,395,750 |
| CXM | 06/25/2021 | AAP | 96,636 | Indirect | COM | $16.00 | $1,546,176.00 | 96,636 |
| CXM | 06/25/2021 | AAP | 977,095 | Indirect | COM | $16.00 | $15,633,520.00 | 977,095 |
| W | 11/17/2017 | DDS | 20,000 | Direct | COM | $66.73 | $1,334,578.00 | 45,188 |
| BV | 07/15/2015 | DDS | 908,575 | Indirect | COM | $5.75 | $5,224,306.25 | 0 |
| W | 10/07/2014 | DDS | 552,233 | Indirect | COM | $27.26 | $15,053,871.58 | 0 |
| BV | 07/23/2012 | DDS | 2,084,674 | Indirect | COM | $14.66 | $30,562,988.58 | 5,817,151 |
| BV | 02/29/2012 | DDS | 877,981 | Indirect | COM | $12.00 | $10,535,772.00 | 7,901,825 |
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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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