| Company Holdings | All | ZM | PANW |
| Direct | Indirect Ownership | Total | |
| Shares | 8,632 | 1,978 | 10,610 |
| Value | $1,386,903.44 | $159,624.60 | $1,546,528.04 |
Ticker |
Trans. Date |
Trans. Type |
Shares |
Ownership Type |
Issue Type |
Price |
Trans. Value |
Total Shares Owned |
|---|---|---|---|---|---|---|---|---|
| ZM | 01/16/2026 | DDS | 3,100 | Indirect | COM | $81.78 | $253,527.61 | 1,978 |
| ZM | 01/16/2026 | DDS | 9,037 | Indirect | COM | $81.22 | $734,025.81 | 5,078 |
| ZM | 10/16/2025 | DDS | 8,928 | Indirect | COM | $79.68 | $711,408.93 | 3,578 |
| ZM | 10/16/2025 | DDS | 1,600 | Indirect | COM | $80.28 | $128,451.04 | 1,978 |
| ZM | 07/14/2025 | DDS | 9,836 | Indirect | COM | $74.77 | $735,430.83 | 2,670 |
| ZM | 07/14/2025 | DDS | 692 | Indirect | COM | $75.00 | $51,897.92 | 1,978 |
| PANW | 05/30/2025 | DDS | 526 | Direct | COM | $190.00 | $99,940.00 | 8,632 |
| ZM | 04/15/2025 | DDS | 16,099 | Indirect | COM | $72.59 | $1,168,623.19 | 1,978 |
| ZM | 01/14/2025 | DDS | 10,375 | Indirect | COM | $79.06 | $820,226.75 | 3,678 |
| ZM | 01/14/2025 | DDS | 1,700 | Indirect | COM | $79.75 | $135,569.56 | 1,978 |
| ZM | 01/10/2025 | DDS | 9,317 | Indirect | COM | $78.69 | $733,124.92 | 14,053 |
| PANW | 12/04/2024 | DDS | 250 | Direct | COM | $400.02 | $100,003.75 | 4,579 |
| ZM | 10/14/2024 | DDS | 7,861 | Indirect | COM | $68.12 | $535,519.62 | 4,637 |
| ZM | 10/14/2024 | DDS | 859 | Indirect | COM | $69.09 | $59,350.29 | 3,778 |
| ZM | 10/14/2024 | DDS | 1,600 | Indirect | COM | $70.28 | $112,444.96 | 2,178 |
| ZM | 10/14/2024 | DDS | 200 | Indirect | COM | $71.07 | $14,214.00 | 1,978 |
| ZM | 10/08/2024 | DDS | 10,871 | Indirect | COM | $68.12 | $740,532.52 | 12,498 |
| ZM | 09/10/2024 | DDS | 831 | Indirect | COM | $66.29 | $55,082.92 | 1,978 |
| ZM | 09/05/2024 | DDS | 880 | Indirect | COM | $68.09 | $59,919.20 | 2,809 |
| ZM | 07/18/2024 | DDS | 10,332 | Indirect | COM | $56.81 | $586,964.02 | 1,978 |
| ZM | 06/18/2024 | DDS | 836 | Indirect | COM | $56.81 | $47,493.41 | 1,978 |
| ZM | 06/04/2024 | DDS | 874 | Indirect | COM | $61.78 | $53,995.72 | 2,814 |
| PANW | 05/22/2024 | DDS | 322 | Direct | COM | $310.00 | $99,820.00 | 3,767 |
| PANW | 05/07/2024 | AAP | 7 | Direct | COM | $307.55 | $2,152.84 | 3,851 |
| ZM | 04/18/2024 | DDS | 21,468 | Indirect | COM | $60.17 | $1,291,682.33 | 2,478 |
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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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