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Insider Information:   Kirkpatrick Lee
Relationship:  
City:   San Francisco
State:   CA
   
Insider Summary:
  
   
Companies Owned :   3    
Direct Shares   75,398    

Indirect Shares

  463,211      
Direct Value   $2,012,469    

Indirect Value

  $8,894,836      
Total Shares   538,609      
Total Value   $10,907,305      


Twilio Inc
 $1,805,867 Olo Inc.
 $206,602 Twilio Inc
 $1,805,867 Olo Inc.
 $206,602
 


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  
            Twilio Inc TWLO Chief Financial Officer 2018-10-15 30,582 2018-10-15 124,163    Premium*  
            Twc Tech Holdings Ii Corp. TWCTU Director 2021-08-30 0 2021-08-30 0    Premium*  
            Olo Inc. OLO 2024-03-01 44,816 2024-03-01 339,048    Premium*  
* Premium Members only  

Records found :    78         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
OLO Olo Inc.   •       •      –    2024-03-01 4 A $0.00 $0 D/D 3,734 44,816 0 -
TWLO Twilio Inc Chief Financial OfficerOfficer   •       –      –    2016-06-22 3 IO $0.00 $0 D/D 0 87,500 -
TWLO Twilio Inc Chief Financial OfficerOfficer   •       –      –    2016-06-22 3 IO $0.00 $0 D/D 0 10,000 -

  78  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