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Insider Information:   Wong Rich
Relationship:  
City:   Palo Alto
State:   CA
   
Insider Summary:
  
   
Companies Owned :   3    
Direct Shares   191,984    

Indirect Shares

  648,913      
Direct Value   $20,459,307    

Indirect Value

  $8,367,667      
Total Shares   840,897      
Total Value   $28,826,974      


Sunrun Inc.
 $457,475 Uipath, Inc.
 $443,974 Atlassian Corporation Plc
 $19,557,859 Sunrun Inc.
 $457,475 Uipath, Inc.
 $443,974 Atlassian Corporation Plc
 $19,557,859
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    0   
    2    

     Stock price went up :

    0   
    0    
     Stock price went down :
    0   
    2    
   
     Gain/Loss Ratio :
   0.0   
   -2.0   
     Percentage Gain/Loss :
     0.0%
 -93.8%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Sunrun Inc. RUN Director 2018-01-02 30,703 2018-01-02 219,495    Premium*  
            Uipath, Inc. PATH 2024-01-08 37,403 2024-01-08 429,418    Premium*  
            Atlassian Corporation Plc TEAM 2023-12-06 123,878 0    Premium*  
* Premium Members only  

Records found :    54         Free Registration Required For Full Results.    Limit: 25

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  Page 2 of 3
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
PATH Uipath, Inc.   –       •      –    2023-11-14 4 AS $18.07 $1,807,000 I/I (100,000) 756,599 0 %
PATH Uipath, Inc.   –       •      –    2023-11-29 4 AS $19.98 $1,997,560 I/I (100,000) 656,599 0 %
PATH Uipath, Inc.   –       •      –    2023-12-01 4 AS $22.94 $2,293,740 I/I (100,000) 667,730 0 %
PATH Uipath, Inc.   –       •       •   2021-10-05 4 A $0.00 $0 I/I 102,413 702,213 0 -
PATH Uipath, Inc.   –       •       •   2021-10-08 4 A $0.00 $0 I/I 102,416 804,629 0 -
PATH Uipath, Inc.   –       •       •   2021-09-21 4 A $0.00 $0 I/I 102,556 497,168 0 -
PATH Uipath, Inc.   –       •       •   2021-09-27 4 A $0.00 $0 I/I 102,632 599,800 0 -
PATH Uipath, Inc.   –       •       •   2023-05-31 4 A $0.00 $0 I/I 114,121 768,750 0 -
PATH Uipath, Inc.   –       •       •   2023-05-31 4 A $0.00 $0 I/I 115,138 883,888 0 -
PATH Uipath, Inc.   –       •      –    2024-01-08 4 AS $23.12 $4,624,220 I/I (200,000) 429,418 0 %
RUN Sunrun Inc. Director   –       •       •   2016-05-16 4 D $0.00 $0 I/I (3,267,261) 274,449 0 -
RUN Sunrun Inc. Director   –       •      –    2016-08-12 4/A AS $0.00 $0 I/I (3,267,261) 156,828 0 -
RUN Sunrun Inc. Director   –       •      –    2016-08-15 4 AS $0.00 $0 I/I (3,267,261) 156,828 0 -
PATH Uipath, Inc.   –       •       •   2021-06-15 4 D $0.00 $0 I/I (4,200,000) 5,222,960 0 -
PATH Uipath, Inc.   –       •       •   2021-06-22 4 D $0.00 $0 I/I (4,200,000) 4,985,741 0 -
PATH Uipath, Inc.   –       •       •   2021-06-28 4 D $0.00 $0 I/I (4,200,000) 4,748,522 0 -
PATH Uipath, Inc.   –       •       •   2021-07-09 4 D $0.00 $0 I/I (4,200,000) 4,511,303 0 -
PATH Uipath, Inc.   –       •       •   2021-06-10 4 D $0.00 $0 I/I (4,300,000) 5,460,179 0 -
RUN Sunrun Inc. Director   –       •      –    2017-11-27 4 D $0.00 $0 I/I (4,356,350) 0 0 -
PATH Uipath, Inc.   –       •       •   2021-09-21 4 D $0.00 $0 I/I (5,000,000) 4,228,899 0 -
PATH Uipath, Inc.   –       •       •   2021-09-27 4 D $0.00 $0 I/I (5,000,000) 3,946,495 0 -
PATH Uipath, Inc.   –       •       •   2021-10-05 4 D $0.00 $0 I/I (5,000,000) 3,664,091 0 -
PATH Uipath, Inc.   –       •       •   2021-10-08 4 D $0.00 $0 I/I (5,000,000) 3,381,687 0 -
PATH Uipath, Inc. Director   –       •       •   2021-04-23 4 S $56.00 $292,313,448 I/I (5,219,883) 26,704,271 0 %
PATH Uipath, Inc.   –       •       •   2023-05-31 4 D $0.00 $0 I/I (5,987,329) 3,043,519 0 -

  54  Records found
  1   2  3      
  Page 2 of 3  
 
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