Affiliations
- Director at Envestnet Inc. (ENV), 2024-03-04
- at Hercules Capital Inc. (HTGC), 2023-11-28
- Director at Pliant Therapeutics Inc. (PLRX), 2023-06-08
- Director at Yodlee Inc (YDLE), 2015-11-24
- Director at Scientific Learning Corp (SCIL), 2012-05-23
| Company | Symbol | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
| HTGC | $13.66 | 7,200 | | 38,845 | 2023-05-08 | Filing |
| HTGC | $17.50 | 377 | Director | 14,109 | 2021-05-03 | Filing |
| ENV | $37.50 | 2,238 | Director | 12,736 | 2017-06-02 | Filing |
| Company | Symbol | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
| ENV | $60.94 | 133 | Director | 0 | 2018-10-04 | Filing |
| ENV | $59.05 | 133 | Director | 0 | 2018-07-09 | Filing |
| ENV | $54.35 | 2,934 | Director | 0 | 2018-05-29 | Filing |
| ENV | $57.10 | 745 | Director | 801 | 2018-04-02 | Filing |
| ENV | $54.85 | 746 | Director | 1,546 | 2018-03-01 | Filing |