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Insider Information:   Dillon Adrian T
Relationship:   Director
City:   Palo Alto
State:   CA
   
Insider Summary:
  
   
Companies Owned :   4    
Direct Shares   219,804    

Indirect Shares

  78,658      
Direct Value   $27,139,479    

Indirect Value

  $22,679,461      
Total Shares   298,462      
Total Value   $49,818,940      


Agilent Technologies Inc
 $17,074,744 Williams Sonoma Inc
 $10,064,735 Healthequity Inc
 $0 Agilent Technologies Inc
 $17,074,744 Williams Sonoma Inc
 $10,064,735 Healthequity Inc
 $0
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    0   
    0    

     Stock price went up :

    0   
    0    
     Stock price went down :
    0   
    0    
   
     Gain/Loss Ratio :
   0.0   
   0.0   
     Percentage Gain/Loss :
     0.0%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Agilent Technologies Inc A EVP, Finance & Admin.,... 2010-03-30 129,925 2009-12-14 0    Premium*  
            Williams Sonoma Inc WSM Director 2012-06-28 34,907 2017-05-30 78,658    Premium*  
            Healthequity Inc HQY 2024-02-01 54,972 2016-09-01 0    Premium*  
            Datto Holding Corp. MSP Director 2022-06-23 0 0    Premium*  
* Premium Members only  

Records found :    86         Free Registration Required For Full Results.    Limit: 25

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  Page 4 of 4
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
WSM Williams Sonoma Inc Director   •       •      –    2012-06-28 4 B $33.14 $250,353 I/I 7,555 16,455 2.1 -
WSM Williams Sonoma Inc Director   •       •      –    2013-05-24 4 OE $0.00 $0 I/I 3,352 54,714 0 -
WSM Williams Sonoma Inc Director   •       •      –    2014-05-28 4 OE $0.00 $0 I/I 2,160 56,874 0 -
WSM Williams Sonoma Inc Director   •       •      –    2014-05-30 4 OE $33.66 $454,410 I/I 13,500 70,374 0 -
WSM Williams Sonoma Inc Director   •       •      –    2015-05-28 4 OE $0.00 $0 I/I 2,635 73,009 0 -
WSM Williams Sonoma Inc Director   •       •      –    2015-06-08 4 S $78.78 $1,221,090 I/I (15,500) 77,397 0 -
WSM Williams Sonoma Inc Director   •       •      –    2015-06-08 4 OE $34.13 $881,408 I/I 23,250 92,897 0 -
WSM Williams Sonoma Inc Director   •       •      –    2015-06-08 4 D $78.69 $264,556 I/I (3,362) 77,397 0 -
WSM Williams Sonoma Inc Director   •       •      –    2015-06-10 4 S $78.56 $344,721 I/I (4,388) 73,009 0 -
WSM Williams Sonoma Inc Director   •       •      –    2016-05-29 4 OE $0.00 $0 I/I 2,272 75,281 0 -
WSM Williams Sonoma Inc Director   •       •      –    2017-05-30 4 OE $0.00 $0 I/I 3,377 78,658 0 -

  86  Records found
  1   2   3   4     
  Page 4 of 4  
 
Free Registration Required For Full Results.    Limit: 25

 
 
  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
OE - Options Exercised A - Aquired
  IO - Initital Ownership D - Disposed