Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| 2U, Inc.TWOU · Entity 89183 | Director | May 05, 2023 | May 08, 2023 |
| NETFLIX INCNFLX · Entity 403 | Director | June 02, 2025 | June 04, 2025 |
| ThredUp Inc.TDUP · Entity 1057 | Director | July 20, 2026 | July 22, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
2U, Inc.
Report date May 05, 2023 · Filed May 08, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 73,223 |
Reported balance
After 2023-05-05 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-05-05 · Grant · Acquired 21,246 · Balance 73,223 F1: The security represents restricted stock units granted to the reporting person. Each restricted stock unit represents a contingent right to receive one share of common stock of the issuer. F2: The shares underlying this restricted stock unit award will vest in full on April 1, 2024, subject to the reporting person's continued service as a director of the issuer as of that date. |
| Common StockSEC Table I · non-derivative | IndirectBy Family Trust | 43,530 |
Reported balance
Holding disclosure · report date 2023-05-05 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 43,530 F3: The shares are held by Haley-McGourty Family Trust U/D/T 9/27/96 ("Family Trust"). The reporting person is a trustee of the Family Trust. The reporting person disclaims beneficial ownership of the shares held by the Family Trust except to the extent of his proportionate pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectBy Partnership | 6,827 |
Reported balance
Holding disclosure · report date 2023-05-05 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 6,827 F4: The shares are held by Haley-McGourty Partners (the "Partnership"). The reporting person is a general partner of the Partnership. The reporting person disclaims beneficial ownership of the shares held by the Partnership except to the extent of his proportionate pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: The security represents restricted stock units granted to the reporting person. Each restricted stock unit represents a contingent right to receive one share of common stock of the issuer.
F2: The shares underlying this restricted stock unit award will vest in full on April 1, 2024, subject to the reporting person's continued service as a director of the issuer as of that date.
F3: The shares are held by Haley-McGourty Family Trust U/D/T 9/27/96 ("Family Trust"). The reporting person is a trustee of the Family Trust. The reporting person disclaims beneficial ownership of the shares held by the Family Trust except to the extent of his proportionate pecuniary interest therein.
F4: The shares are held by Haley-McGourty Partners (the "Partnership"). The reporting person is a general partner of the Partnership. The reporting person disclaims beneficial ownership of the shares held by the Partnership except to the extent of his proportionate pecuniary interest therein.
NETFLIX INC
Report date June 02, 2025 · Filed June 04, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1,218.98 · Expires 2035-06-02 | Direct | 51 |
Reported balance
After 2025-06-02 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-06-02 · Grant · Acquired 51 · Balance 51 |
ThredUp Inc.
Report date July 20, 2026 · Filed July 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 316,860 |
Reported balance
After 2026-07-20 transaction · row 1
1 source rowRow 1 · 2026-07-20 · Grant · Acquired 2,491 · Balance 316,860 F1: Grant of fully vested restricted stock units ('RSUs') under the Issuer's 2021 Stock Option and Incentive Plan in a transaction exempt under Rule 16b-3. Each unit represents a right to receive one share of the Issuer's Class A Common Stock. The Reporting Person elected to receive RSUs in lieu of his annual cash retainer, which retainer is paid in quarterly installments. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of fully vested restricted stock units ('RSUs') under the Issuer's 2021 Stock Option and Incentive Plan in a transaction exempt under Rule 16b-3. Each unit represents a right to receive one share of the Issuer's Class A Common Stock. The Reporting Person elected to receive RSUs in lieu of his annual cash retainer, which retainer is paid in quarterly installments.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
ZUORA INC
Report date February 14, 2025 · Filed February 14, 2025
Section 16 reporting ended · disclosed 2025-02-14. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2025-02-14 transaction · row 1
1 source rowRow 1 · 2025-02-14 · Disposition to issuer · Disposed 78,975 · Balance 0 F1: On February 14, 2025 (the "Effective Time"), pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of October 17, 2024, by and among Zodiac Purchase, L.L.C. ("Parent"), Zodiac Acquisition Sub, Inc. ("Merger Sub") and Zuora (the "Company"), Merger Sub merged with and into the Company with the Company surviving the merger as a wholly owned subsidiary of Parent. At the Effective Time, each of the Reporting Person's shares of Class A Common Stock (the "Common Stock"), issued and outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive $10.00 per share in cash without interest thereon, and less any applicable tax withholdings (the "Merger Consideration"). F2: Includes unvested restricted stock units ("RSUs") of the Company. Pursuant to the Merger Agreement, at the Effective Time, each of the Reporting Person's RSUs, whether or not vested, outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive cash equal to the product of the number of shares of Common Stock subject to the RSU multiplied by the Merger Consideration (the "Converted RSU Award"). The Converted RSU Award will vest and become payable subject to and in accordance with the same vesting schedule and other terms and conditions applicable to the corresponding RSU immediately prior to the Effective Time, including any acceleration of vesting provisions. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Haley-McGourty Partners | 0 |
Reported balance
After 2025-02-14 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2025-02-14 · Disposition to issuer · Disposed 34,246 · Balance 0 F1: On February 14, 2025 (the "Effective Time"), pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of October 17, 2024, by and among Zodiac Purchase, L.L.C. ("Parent"), Zodiac Acquisition Sub, Inc. ("Merger Sub") and Zuora (the "Company"), Merger Sub merged with and into the Company with the Company surviving the merger as a wholly owned subsidiary of Parent. At the Effective Time, each of the Reporting Person's shares of Class A Common Stock (the "Common Stock"), issued and outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive $10.00 per share in cash without interest thereon, and less any applicable tax withholdings (the "Merger Consideration"). F3: The Reporting Person is a general partner of Haley-McGourty Partners. The Reporting Person disclaims beneficial ownership of the shares held by H-M Partners except to the extent of his proportionate pecuniary interest therein. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Haley-McGourty Family Trust U/D/T 9/27/96 | 0 |
Reported balance
After 2025-02-14 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2025-02-14 · Disposition to issuer · Disposed 156,793 · Balance 0 F1: On February 14, 2025 (the "Effective Time"), pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of October 17, 2024, by and among Zodiac Purchase, L.L.C. ("Parent"), Zodiac Acquisition Sub, Inc. ("Merger Sub") and Zuora (the "Company"), Merger Sub merged with and into the Company with the Company surviving the merger as a wholly owned subsidiary of Parent. At the Effective Time, each of the Reporting Person's shares of Class A Common Stock (the "Common Stock"), issued and outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive $10.00 per share in cash without interest thereon, and less any applicable tax withholdings (the "Merger Consideration"). F4: The Reporting Person is a trustee of the Haley-McCourty Family Trust U/D/T 9/27/96 (the "Trust"). The Reporting Person disclaims beneficial ownership of the shares held by the Trust except to the extent of his proportionate pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: On February 14, 2025 (the "Effective Time"), pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of October 17, 2024, by and among Zodiac Purchase, L.L.C. ("Parent"), Zodiac Acquisition Sub, Inc. ("Merger Sub") and Zuora (the "Company"), Merger Sub merged with and into the Company with the Company surviving the merger as a wholly owned subsidiary of Parent. At the Effective Time, each of the Reporting Person's shares of Class A Common Stock (the "Common Stock"), issued and outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive $10.00 per share in cash without interest thereon, and less any applicable tax withholdings (the "Merger Consideration").
F2: Includes unvested restricted stock units ("RSUs") of the Company. Pursuant to the Merger Agreement, at the Effective Time, each of the Reporting Person's RSUs, whether or not vested, outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive cash equal to the product of the number of shares of Common Stock subject to the RSU multiplied by the Merger Consideration (the "Converted RSU Award"). The Converted RSU Award will vest and become payable subject to and in accordance with the same vesting schedule and other terms and conditions applicable to the corresponding RSU immediately prior to the Effective Time, including any acceleration of vesting provisions.
F3: The Reporting Person is a general partner of Haley-McGourty Partners. The Reporting Person disclaims beneficial ownership of the shares held by H-M Partners except to the extent of his proportionate pecuniary interest therein.
F4: The Reporting Person is a trustee of the Haley-McCourty Family Trust U/D/T 9/27/96 (the "Trust"). The Reporting Person disclaims beneficial ownership of the shares held by the Trust except to the extent of his proportionate pecuniary interest therein.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| January 03, 2006 Filed Jan 4, 2006 22:03 UTC | NETFLIX INC NFLX · Entity 403 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 1,536 | $0.00 Strike: $26.05 | $0.00 |
DisclosureSEC source: 0001219053-06-000004 · edgardoc.xml · derivative · entry 1 HALEY TIMOTHY M · CIK 0001201583 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,536 Underlying: Common Stock · 1,536 shares Expires 2016-01-03 Read SEC document |
| December 01, 2005 Filed Dec 2, 2005 21:50 UTC | NETFLIX INC NFLX · Entity 403 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 1,475 | $0.00 Strike: $27.11 | $0.00 |
DisclosureSEC source: 0001219053-05-000165 · edgardoc.xml · derivative · entry 1 HALEY TIMOTHY M · CIK 0001201583 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,475 Underlying: Common Stock · 1,475 shares Expires 2015-12-01 Read SEC document |
| November 01, 2005 Filed Nov 2, 2005 21:48 UTC | NETFLIX INC NFLX · Entity 403 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 1,558 | $0.00 Strike: $25.68 | $0.00 |
DisclosureSEC source: 0001219053-05-000145 · edgardoc.xml · derivative · entry 1 HALEY TIMOTHY M · CIK 0001201583 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,558 Underlying: Common Stock · 1,558 shares Expires 2015-11-01 Read SEC document |
| October 03, 2005 Filed Oct 4, 2005 21:05 UTC | NETFLIX INC NFLX · Entity 403 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 1,502 | $0.00 Strike: $26.64 | $0.00 |
DisclosureSEC source: 0001219053-05-000132 · edgardoc.xml · derivative · entry 1 HALEY TIMOTHY M · CIK 0001201583 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,502 Underlying: Common Stock · 1,502 shares Expires 2015-10-03 Read SEC document |
| September 01, 2005 Filed Sep 1, 2005 22:21 UTC | NETFLIX INC NFLX · Entity 403 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 1,866 | $0.00 Strike: $21.45 | $0.00 |
DisclosureSEC source: 0001219053-05-000117 · edgardoc.xml · derivative · entry 1 HALEY TIMOTHY M · CIK 0001201583 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,866 Underlying: Common Stock · 1,866 shares Expires 2015-09-01 Read SEC document |
| August 01, 2005 Filed Aug 2, 2005 21:32 UTC | NETFLIX INC NFLX · Entity 403 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 2,066 | $0.00 Strike: $19.34 | $0.00 |
DisclosureSEC source: 0001219053-05-000103 · edgardoc.xml · derivative · entry 1 HALEY TIMOTHY M · CIK 0001201583 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,066 Underlying: Common Stock · 2,066 shares Expires 2015-08-01 Read SEC document |
| July 01, 2005 Filed Jul 5, 2005 21:55 UTC | NETFLIX INC NFLX · Entity 403 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 2,415 | $0.00 Strike: $16.55 | $0.00 |
DisclosureSEC source: 0001219053-05-000086 · edgardoc.xml · derivative · entry 1 HALEY TIMOTHY M · CIK 0001201583 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,415 Underlying: Common Stock · 2,415 shares Expires 2015-07-01 Read SEC document |
| January 23, 2004 Filed Jan 23, 2004 21:50 UTC | NETFLIX INC nflx · Entity 403 | SaleCommon Stock | 1,224 | $77.40 | $94,737.60 |
DisclosureSEC source: 0001201583-04-000001 · primary_doc.xml · nonDerivative · entry 1 HALEY TIMOTHY M · CIK 0001201583 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| August 26, 2003 Filed Aug 26, 2003 17:50 UTC | NETFLIX INC NFLX · Entity 403 | SaleCommon Stock | 2,500 | $28.83 | $72,075.00 |
DisclosureSEC source: 0001201583-03-000001 · primary_doc.xml · nonDerivative · entry 1 HALEY TIMOTHY M · CIK 0001201583 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 0 F1 · ownership.nature: Timothy M. Haley is one of several Managing Directors of Institutional Venture Management VIII, LLC, which is the sole manager of IVM Investment Fund VIII, LLC. Mr. Haley disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.