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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   $22,431,215    

Indirect Value

  $10,472,317      
Total Shares   840,897      
Total Value   $32,903,532      


Sunrun Inc.
 $309,179 Uipath, Inc.
 $719,634 Atlassian Corporation Plc
 $21,402,402 Sunrun Inc.
 $309,179 Uipath, Inc.
 $719,634 Atlassian Corporation Plc
 $21,402,402
 


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 :    25         Free Registration Required For Full Results.    Limit: 25

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

 
3m +/-  
Form
PATH Uipath, Inc.   –       •      –    2024-01-08 4 AS $23.12 $4,624,220 I/I (200,000) 429,418 0 %
TEAM Atlassian Corporation Plc   –       •      –    2023-12-06 4 A $0.00 $0 D/D 1,405 123,878 0 -
PATH Uipath, Inc.   –       •      –    2023-12-01 4 AS $22.94 $2,293,740 I/I (100,000) 667,730 0 %
PATH Uipath, Inc.   –       •      –    2023-11-29 4 AS $19.98 $1,997,560 I/I (100,000) 656,599 0 %
PATH Uipath, Inc.   –       •      –    2023-11-14 4 AS $18.07 $1,807,000 I/I (100,000) 756,599 0 %
PATH Uipath, Inc.   –       •      –    2023-09-22 4 AS $16.38 $1,638,080 I/I (100,000) 779,693 0 %
PATH Uipath, Inc.   –       •      –    2023-07-11 4 AS $17.97 $1,016,022 I/I (56,549) 879,693 0 %
PATH Uipath, Inc.   –       •      –    2023-06-20 4 AS $17.98 $781,284 I/I (43,451) 936,242 0 %
PATH Uipath, Inc.   –       •       •   2023-06-05 4 D $0.00 $0 I/I (5,987,329) 2,705,351 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 -
PATH Uipath, Inc.   –       •       •   2023-05-31 4 D $0.00 $0 I/I (5,987,329) 3,043,519 0 -
TEAM Atlassian Corporation Plc   –       •      –    2022-12-02 4 A $0.00 $0 D/D 1,880 122,473 0 -
TEAM Atlassian Corporation Plc   –       •      –    2022-09-30 3 IO $0.00 $0 D/D 0 120,593 %
PATH Uipath, Inc.   –       •       •   2022-06-16 4 A $0.00 $0 D/D 10,351 26,408 0 -
PATH Uipath, Inc.   –       •       •   2022-02-18 4 AS $37.81 $2,835,735 I/I (75,000) 654,629 0 %
PATH Uipath, Inc.   –       •       •   2022-02-14 4 AS $37.63 $2,822,475 I/I (75,000) 729,629 0 %
PATH Uipath, Inc.   –       •       •   2021-10-08 4 A $0.00 $0 I/I 102,416 804,629 0 -
PATH Uipath, Inc.   –       •       •   2021-10-08 4 D $0.00 $0 I/I (5,000,000) 3,381,687 0 -
PATH Uipath, Inc.   –       •       •   2021-10-05 4 A $0.00 $0 I/I 102,413 702,213 0 -
PATH Uipath, Inc.   –       •       •   2021-10-05 4 D $0.00 $0 I/I (5,000,000) 3,664,091 0 -
PATH Uipath, Inc.   –       •       •   2021-09-27 4 D $0.00 $0 I/I (5,000,000) 3,946,495 0 -
PATH Uipath, Inc.   –       •       •   2021-09-27 4 A $0.00 $0 I/I 102,632 599,800 0 -
PATH Uipath, Inc.   –       •       •   2021-09-21 4 A $0.00 $0 I/I 102,556 497,168 0 -
PATH Uipath, Inc.   –       •       •   2021-09-21 4 D $0.00 $0 I/I (5,000,000) 4,228,899 0 -

  25  Records found
  1     
  Page 1 of 1  
 
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