Disclosed positions

Estimated from their latest filings — positions may have changed since

$69.42M

combined est. value

Stock	Shares	Price	Value	Weight	As of
BEBloom Energy Corp	231,243	$269.57	$62.34M	90%	2026-06-30
TWLOTWILIO INC	33,411	$211.97	$7.08M	10%	2025-12-15

BE

Bloom Energy Corp

$62.34M

231,243 sh

TWLO

TWILIO INC

$7.08M

33,411 sh

All filings on record

Every Form 4 transaction we track for this filer

all 10buys 0sells 0

Stock	Transaction	Date	~6mo later
BEBloom Energy Corp	Grant $25.7K · 85 sh	2026-06-30	—
BEBloom Energy Corp	Grant — · 1,417 sh	2026-05-21	—
BEBloom Energy Corp	Gift — · 4,000 sh	2026-02-19	—
BEBloom Energy Corp	Grant $28.8K · 331 sh	2025-12-31	—
TWLOTWILIO INC	Grant — · 655 sh	2025-12-15	—
NEUENeueHealth, Inc.	Return — · 23,918 sh	2025-10-02	—
BEBloom Energy Corp	Grant $28.7K · 339 sh	2025-09-30	—
TWLOTWILIO INC	Grant — · 797 sh	2025-09-15	—
BEBloom Energy Corp	Grant $28.7K · 1,201 sh	2025-06-30	—
TWLOTWILIO INC	Grant — · 722 sh	2025-06-09	—

BEGrant

2026-06-30 · Bloom Energy Corp

$25.7K

—

BEGrant

2026-05-21 · Bloom Energy Corp

1,417

—

BEGift

2026-02-19 · Bloom Energy Corp

4,000

—

BEGrant

2025-12-31 · Bloom Energy Corp

$28.8K

—

TWLOGrant

2025-12-15 · TWILIO INC

655

—

NEUEReturn

2025-10-02 · NeueHealth, Inc.

23,918

—

BEGrant

2025-09-30 · Bloom Energy Corp

$28.7K

—

TWLOGrant

2025-09-15 · TWILIO INC

797

—

BEGrant

2025-06-30 · Bloom Energy Corp

$28.7K

—

TWLOGrant

2025-06-09 · TWILIO INC

722

—

Outcomes measure each disclosed buy against the closing price ~6 months (120 trading days) later, with the S&P 500 over the same span for context. Pre-scheduled 10b5-1 plan trades are excluded from the record. Positions are estimated from the latest reported post-transaction holdings, split-adjusted, at the latest close. Built from SEC Form 4 filings and market prices — past outcomes, not predictions or advice.