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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   $20,334,029    

Indirect Value

  $8,438,562      
Total Shares   840,897      
Total Value   $28,772,592      


Sunrun Inc.
 $443,965 Uipath, Inc.
 $458,561 Atlassian Corporation Plc
 $19,431,503 Sunrun Inc.
 $443,965 Uipath, Inc.
 $458,561 Atlassian Corporation Plc
 $19,431,503
 


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

 
3m +/-  
Form
RUN Sunrun Inc. Director   –       •       •   2015-08-10 4 A $0.00 $0 I/I 10,518,841 391,251 0 -
RUN Sunrun Inc. Director   –       •       •   2015-08-10 4 A $0.00 $0 I/I 22,746 392,070 0 -
RUN Sunrun Inc. Director   –       •       •   2016-05-16 4 A $0.00 $0 I/I 85,088 85,088 0 -
RUN Sunrun Inc. Director   –       •      –    2016-08-12 4/A A $0.00 $0 I/I 83,299 168,387 0 -
RUN Sunrun Inc. Director   –       •      –    2016-08-15 4 A $0.00 $0 I/I 83,299 168,387 0 -
RUN Sunrun Inc. Director   –       •      –    2017-08-03 4 A $0.00 $0 D/D 13,812 13,812 0 -
RUN Sunrun Inc. Director   –       •      –    2017-11-27 4 A $0.00 $0 I/I 51,108 219,495 0 -
RUN Sunrun Inc. Director   –       •      –    2018-01-02 4 A $0.00 $0 D/D 16,891 30,703 0 -
PATH Uipath, Inc. Director   –       •       •   2021-04-23 4 A $0.00 $0 I/I 97,552,025 28,470,054 0 -
PATH Uipath, Inc. Director   –       •       •   2021-04-23 4 A $0.00 $0 I/I 8,735,648 328,862 0 -
PATH Uipath, Inc.   –       •       •   2021-06-10 4 A $0.00 $0 I/I 88,057 88,057 0 -
PATH Uipath, Inc.   –       •       •   2021-06-15 4 A $0.00 $0 I/I 85,945 174,002 0 -
PATH Uipath, Inc.   –       •       •   2021-06-22 4 A $0.00 $0 I/I 86,871 260,873 0 -
PATH Uipath, Inc.   –       •       •   2021-06-28 4 A $0.00 $0 I/I 86,917 347,790 0 -
PATH Uipath, Inc.   –       •       •   2021-07-09 4 A $0.00 $0 I/I 86,822 434,612 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.   –       •       •   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.   –       •       •   2022-06-16 4 A $0.00 $0 D/D 10,351 26,408 0 -
TEAM Atlassian Corporation Plc   –       •      –    2022-12-02 4 A $0.00 $0 D/D 1,880 122,473 0 -
PATH Uipath, Inc.   –       •       •   2023-05-31 4 A $0.00 $0 I/I 115,138 883,888 0 -
PATH Uipath, Inc.   –       •       •   2023-05-31 4 A $0.00 $0 I/I 114,121 768,750 0 -
TEAM Atlassian Corporation Plc   –       •      –    2023-12-06 4 A $0.00 $0 D/D 1,405 123,878 0 -
RUN Sunrun Inc. Director   –       •      –    2016-08-12 4/A AS $0.00 $0 I/I (3,267,261) 156,828 0 -

  54  Records found
  1  2   3      
  Page 1 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