Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Atlassian CorpTEAM · Entity 3039 | Director | December 02, 2025 | December 03, 2025 |
| Sunrun Inc.RUN · Entity 4507 | Director | January 02, 2018 | January 03, 2018 |
| UiPath, Inc.PATH · Entity 2505 | Director | June 25, 2026 | June 29, 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.
Atlassian Corp
Report date December 02, 2025 · Filed December 03, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 126,819 |
Reported balance
After 2025-12-02 transaction · row 1
1 source rowRow 1 · 2025-12-02 · Grant · Acquired 1,885 · Balance 126,819 F1: Represents an award of restricted stock units under the Atlassian Corporation ("Atlassian") Amended and Restated 2015 Share Incentive Plan. Each restricted stock unit represents the contingent right to receive, upon vesting of the unit, one share of Atlassian Class A common stock. The restricted stock units will vest in accordance with the terms of the underlying award. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of restricted stock units under the Atlassian Corporation ("Atlassian") Amended and Restated 2015 Share Incentive Plan. Each restricted stock unit represents the contingent right to receive, upon vesting of the unit, one share of Atlassian Class A common stock. The restricted stock units will vest in accordance with the terms of the underlying award.
Sunrun Inc.
Report date January 02, 2018 · Filed January 03, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 30,703 |
Reported balance
After 2018-01-02 transaction · row 1
1 source rowRow 1 · 2018-01-02 · Grant · Acquired 16,891 · Balance 30,703 F1: Each share is represented by a Restricted Stock Unit ("RSU"). The RSUs will fully vest on January 1, 2019, subject to the Reporting Person's continued service as of that date. |
| Common StockSEC Table I · non-derivative | IndirectHeld by The Wong Family 2006 Trust dated 8/30/2006 | 219,495 |
Reported balance
Holding disclosure · report date 2018-01-02 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 219,495 F2: Richard P. Wong, a director of the Issuer, is Trustee of The Wong Family 2006 Trust dated 8/30/2006 and therefore has voting and investment powers. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share is represented by a Restricted Stock Unit ("RSU"). The RSUs will fully vest on January 1, 2019, subject to the Reporting Person's continued service as of that date.
F2: Richard P. Wong, a director of the Issuer, is Trustee of The Wong Family 2006 Trust dated 8/30/2006 and therefore has voting and investment powers.
UiPath, Inc.
Report date June 25, 2026 · Filed June 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 89,663 |
Reported balance
After 2026-06-25 transaction · row 1
1 source rowRow 1 · 2026-06-25 · Grant · Acquired 19,175 · Balance 89,663 F1: This grant was made pursuant to the issuer's non-employee director compensation policy. F2: Includes 19,175 Restricted Stock Units (RSUs). Each RSU represents a contingent right to receive one share of Issuer's Class A Common Stock upon settlement. Each Annual Director RSU vests on the earlier of the date of the following year's annual meeting (or the date immediately prior to the next annual meeting, if the non-employee director's service as a director ends at such meeting due to the director's failure to be re-elected or the director not standing for re-election), or the first anniversary of the date of grant, in each case subject to the director's continued service through such vesting date. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust | 774,831 |
Reported balance
Holding disclosure · report date 2026-06-25 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 774,831 F3: The Reporting Person disclaims Section 16 beneficial ownership over the securities reported herein except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for Section 16 or any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: This grant was made pursuant to the issuer's non-employee director compensation policy.
F2: Includes 19,175 Restricted Stock Units (RSUs). Each RSU represents a contingent right to receive one share of Issuer's Class A Common Stock upon settlement. Each Annual Director RSU vests on the earlier of the date of the following year's annual meeting (or the date immediately prior to the next annual meeting, if the non-employee director's service as a director ends at such meeting due to the director's failure to be re-elected or the director not standing for re-election), or the first anniversary of the date of grant, in each case subject to the director's continued service through such vesting date.
F3: The Reporting Person disclaims Section 16 beneficial ownership over the securities reported herein except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for Section 16 or any other purpose.
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 |
|---|---|---|---|---|---|---|
| April 23, 2021 Filed Apr 23, 2021 20:25 UTC | UiPath, Inc. PATH · Entity 2505 | SaleClass A Common Stock | 1,765,783 | $56.00 | $98,883,848.00 |
DisclosureSEC source: 0001209191-21-028119 · doc4.xml · nonDerivative · entry 8 Wong Rich · CIK 0001536302 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Accel Growth Fund IV L.P. Disclosed balance after: 26,704,271 F4 · ownership.nature: Accel Growth Fund IV Associates L.L.C., or AGF4A, is the General Partner of both Accel Growth Fund IV L.P. and Accel Growth Fund IV Strategic Partners L.P., and has sole voting and investment power. Andrew G. Braccia, Sameer K. Gandhi, Ping Li, Tracy L. Sedlock, Ryan J. Sweeney, and Richard P. Wong are the Managing Members of AGF4A and share such powers. Such managers and the Reporting Person disclaim beneficial ownership except to the extent of their pecuniary interest therein. Read SEC document |
| April 23, 2021 Filed Apr 23, 2021 20:25 UTC | UiPath, Inc. PATH · Entity 2505 | ConversionClass A Common Stock | 28,470,054 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-028119 · doc4.xml · nonDerivative · entry 7 Wong Rich · CIK 0001536302 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Accel Growth Fund IV L.P. Disclosed balance after: 28,470,054 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each share of Series A-1 Preferred Stock, Series B-1 Preferred Stock, Series B-2 Preferred Stock, Series C-1 Preferred Stock, Series C-2 Preferred Stock, Series D-1 Preferred Stock, Series D-2 Preferred Stock, Series E Preferred Stock automatically converted into one share of Class A Common Stock, without payment of additional consideration, immediately prior to the closing of the Issuer's initial public offering. F4 · ownership.nature: Accel Growth Fund IV Associates L.L.C., or AGF4A, is the General Partner of both Accel Growth Fund IV L.P. and Accel Growth Fund IV Strategic Partners L.P., and has sole voting and investment power. Andrew G. Braccia, Sameer K. Gandhi, Ping Li, Tracy L. Sedlock, Ryan J. Sweeney, and Richard P. Wong are the Managing Members of AGF4A and share such powers. Such managers and the Reporting Person disclaim beneficial ownership except to the extent of their pecuniary interest therein. Read SEC document |
| April 23, 2021 Filed Apr 23, 2021 20:25 UTC | UiPath, Inc. PATH · Entity 2505 | SaleClass A Common Stock | 300,161 | $56.00 | $16,809,016.00 |
DisclosureSEC source: 0001209191-21-028119 · doc4.xml · nonDerivative · entry 6 Wong Rich · CIK 0001536302 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Accel London Investors 2016 L.P. Disclosed balance after: 5,703,046 F3 · ownership.nature: ALA L.L.C. is the General Partner of Accel London Investors 2016 L.P. and has sole voting and investment power. Philippe Botteri, Hendrik Nelis, and Sonali de Rycker are the managers of ALA L.L.C. and share such powers. Such managers and the Reporting Person disclaim beneficial ownership except to the extent of their pecuniary interest therein. Read SEC document |
| April 23, 2021 Filed Apr 23, 2021 20:25 UTC | UiPath, Inc. PATH · Entity 2505 | ConversionClass A Common Stock | 6,003,207 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-028119 · doc4.xml · nonDerivative · entry 5 Wong Rich · CIK 0001536302 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Accel London Investors 2016 L.P. Disclosed balance after: 6,003,207 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each share of Series A-1 Preferred Stock, Series B-1 Preferred Stock, Series B-2 Preferred Stock, Series C-1 Preferred Stock, Series C-2 Preferred Stock, Series D-1 Preferred Stock, Series D-2 Preferred Stock, Series E Preferred Stock automatically converted into one share of Class A Common Stock, without payment of additional consideration, immediately prior to the closing of the Issuer's initial public offering. F3 · ownership.nature: ALA L.L.C. is the General Partner of Accel London Investors 2016 L.P. and has sole voting and investment power. Philippe Botteri, Hendrik Nelis, and Sonali de Rycker are the managers of ALA L.L.C. and share such powers. Such managers and the Reporting Person disclaim beneficial ownership except to the extent of their pecuniary interest therein. Read SEC document |
| April 23, 2021 Filed Apr 23, 2021 20:25 UTC | UiPath, Inc. PATH · Entity 2505 | SaleClass A Common Stock | 47,321 | $56.00 | $2,649,976.00 |
DisclosureSEC source: 0001209191-21-028119 · doc4.xml · nonDerivative · entry 4 Wong Rich · CIK 0001536302 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Accel London V Strategic Partners L.P. Disclosed balance after: 899,097 F2 · ownership.nature: These shares are held by Accel London V L.P. Accel London V Associates L.L.C., or ALA L.L.C., is the General Partner of Accel London V Associates L.P., which is the general partner of each of Accel London V L.P., and Accel London V Strategic Partners L.P. ALA L.L.C. has sole voting and investment power. Philippe Botteri, Hendrik Nelis, and Sonali de Rycker are the managers of ALA L.L.C. and share such powers. Such managers and the Reporting Person disclaim beneficial ownership except to the extent of their pecuniary interest therein. Read SEC document |
| April 23, 2021 Filed Apr 23, 2021 20:25 UTC | UiPath, Inc. PATH · Entity 2505 | ConversionClass A Common Stock | 946,418 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-028119 · doc4.xml · nonDerivative · entry 3 Wong Rich · CIK 0001536302 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Accel London V Strategic Partners L.P. Disclosed balance after: 946,418 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each share of Series A-1 Preferred Stock, Series B-1 Preferred Stock, Series B-2 Preferred Stock, Series C-1 Preferred Stock, Series C-2 Preferred Stock, Series D-1 Preferred Stock, Series D-2 Preferred Stock, Series E Preferred Stock automatically converted into one share of Class A Common Stock, without payment of additional consideration, immediately prior to the closing of the Issuer's initial public offering. F2 · ownership.nature: These shares are held by Accel London V L.P. Accel London V Associates L.L.C., or ALA L.L.C., is the General Partner of Accel London V Associates L.P., which is the general partner of each of Accel London V L.P., and Accel London V Strategic Partners L.P. ALA L.L.C. has sole voting and investment power. Philippe Botteri, Hendrik Nelis, and Sonali de Rycker are the managers of ALA L.L.C. and share such powers. Such managers and the Reporting Person disclaim beneficial ownership except to the extent of their pecuniary interest therein. Read SEC document |
| April 23, 2021 Filed Apr 23, 2021 20:25 UTC | UiPath, Inc. PATH · Entity 2505 | SaleClass A Common Stock | 3,106,618 | $56.00 | $173,970,608.00 |
DisclosureSEC source: 0001209191-21-028119 · doc4.xml · nonDerivative · entry 2 Wong Rich · CIK 0001536302 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Accel London V L.P. Disclosed balance after: 59,025,728 F1 · balance_after: Each share of Series A-1 Preferred Stock, Series B-1 Preferred Stock, Series B-2 Preferred Stock, Series C-1 Preferred Stock, Series C-2 Preferred Stock, Series D-1 Preferred Stock, Series D-2 Preferred Stock, Series E Preferred Stock automatically converted into one share of Class A Common Stock, without payment of additional consideration, immediately prior to the closing of the Issuer's initial public offering. F2 · ownership.nature: These shares are held by Accel London V L.P. Accel London V Associates L.L.C., or ALA L.L.C., is the General Partner of Accel London V Associates L.P., which is the general partner of each of Accel London V L.P., and Accel London V Strategic Partners L.P. ALA L.L.C. has sole voting and investment power. Philippe Botteri, Hendrik Nelis, and Sonali de Rycker are the managers of ALA L.L.C. and share such powers. Such managers and the Reporting Person disclaim beneficial ownership except to the extent of their pecuniary interest therein. Read SEC document |
| April 23, 2021 Filed Apr 23, 2021 20:25 UTC | UiPath, Inc. PATH · Entity 2505 | ConversionClass A Common Stock | 62,132,346 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-028119 · doc4.xml · nonDerivative · entry 1 Wong Rich · CIK 0001536302 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Accel London V L.P. Disclosed balance after: 62,132,346 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each share of Series A-1 Preferred Stock, Series B-1 Preferred Stock, Series B-2 Preferred Stock, Series C-1 Preferred Stock, Series C-2 Preferred Stock, Series D-1 Preferred Stock, Series D-2 Preferred Stock, Series E Preferred Stock automatically converted into one share of Class A Common Stock, without payment of additional consideration, immediately prior to the closing of the Issuer's initial public offering. F2 · ownership.nature: These shares are held by Accel London V L.P. Accel London V Associates L.L.C., or ALA L.L.C., is the General Partner of Accel London V Associates L.P., which is the general partner of each of Accel London V L.P., and Accel London V Strategic Partners L.P. ALA L.L.C. has sole voting and investment power. Philippe Botteri, Hendrik Nelis, and Sonali de Rycker are the managers of ALA L.L.C. and share such powers. Such managers and the Reporting Person disclaim beneficial ownership except to the extent of their pecuniary interest therein. Read SEC document |
| January 02, 2018 Filed Jan 3, 2018 21:23 UTC | Sunrun Inc. RUN · Entity 4507 | GrantCommon Stock | 16,891 | $0.00 | $0.00 |
DisclosureSEC source: 0001469367-18-000008 · wf-form4_151501462345927.xml · nonDerivative · entry 1 Wong Rich · CIK 0001536302 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,703 F1 · shares: Each share is represented by a Restricted Stock Unit ("RSU"). The RSUs will fully vest on January 1, 2019, subject to the Reporting Person's continued service as of that date. Read SEC document |
| November 27, 2017 Filed Nov 28, 2017 16:01 UTC | Sunrun Inc. RUN · Entity 4507 | OtherCommon Stock | 51,108 | $0.00 | $0.00 |
DisclosureSEC source: 0001469367-17-000025 · wf-form4_151188487675805.xml · nonDerivative · entry 4 Wong Rich · CIK 0001536302 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Held by The Wong Family 2006 Trust dated 8/30/2006 Disclosed balance after: 219,495 F1 · kind: Transactions reported on this form represent pro rata distributions, and not a purchase or sale of securities, by Accel X L.P., Accel X Strategic Partners L.P., and Accel Investors 2009 L.L.C. to their respective general and limited partners or members without consideration. F6 · ownership.nature: Richard P. Wong, a director of the Issuer, is Trustee of The Wong Family 2006 Trust dated 8/30/2006 and therefore has voting and investment powers. Read SEC document |
| November 27, 2017 Filed Nov 28, 2017 16:01 UTC | Sunrun Inc. RUN · Entity 4507 | OtherCommon Stock | 156,828 | $0.00 | $0.00 |
DisclosureSEC source: 0001469367-17-000025 · wf-form4_151188487675805.xml · nonDerivative · entry 3 Wong Rich · CIK 0001536302 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Accel Investors 2009 L.L.C. Disclosed balance after: 0 F1 · kind: Transactions reported on this form represent pro rata distributions, and not a purchase or sale of securities, by Accel X L.P., Accel X Strategic Partners L.P., and Accel Investors 2009 L.L.C. to their respective general and limited partners or members without consideration. F3 · ownership.nature: Richard P. Wong, as a Managing Member, disclaims beneficial ownership except to the extent of his pecuniary interest therein. F5 · ownership.nature: Richard P. Wong, a director of the Issuer, is a Managing Member of Accel Investors 2009 L.L.C. and therefore shares the voting and investment powers with its other Managing Members. Read SEC document |
| November 27, 2017 Filed Nov 28, 2017 16:01 UTC | Sunrun Inc. RUN · Entity 4507 | OtherCommon Stock | 293,182 | $0.00 | $0.00 |
DisclosureSEC source: 0001469367-17-000025 · wf-form4_151188487675805.xml · nonDerivative · entry 2 Wong Rich · CIK 0001536302 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Accel X Strategic Partners L.P. Disclosed balance after: 0 F1 · kind: Transactions reported on this form represent pro rata distributions, and not a purchase or sale of securities, by Accel X L.P., Accel X Strategic Partners L.P., and Accel Investors 2009 L.L.C. to their respective general and limited partners or members without consideration. F3 · ownership.nature: Richard P. Wong, as a Managing Member, disclaims beneficial ownership except to the extent of his pecuniary interest therein. F4 · ownership.nature: A10A is the General Partner of Accel X Strategic Partners L.P. ("A10SP") and has the sole voting and investment power. Richard P. Wong, a director of the Issuer, is a Managing Member of A10A and shares such powers with A10A's other Managing Members. Read SEC document |
| November 27, 2017 Filed Nov 28, 2017 16:01 UTC | Sunrun Inc. RUN · Entity 4507 | OtherCommon Stock | 3,906,340 | $0.00 | $0.00 |
DisclosureSEC source: 0001469367-17-000025 · wf-form4_151188487675805.xml · nonDerivative · entry 1 Wong Rich · CIK 0001536302 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Accel X L.P. Disclosed balance after: 0 F1 · kind: Transactions reported on this form represent pro rata distributions, and not a purchase or sale of securities, by Accel X L.P., Accel X Strategic Partners L.P., and Accel Investors 2009 L.L.C. to their respective general and limited partners or members without consideration. F2 · ownership.nature: Accel X Associates L.L.C. ("A10A") is the General Partner of Accel X L.P. ("A10") and has the sole voting and investment power. Richard P. Wong, a director of the Issuer, is a Managing Member of A10A and shares such powers with A10A's other Managing Members. F3 · ownership.nature: Richard P. Wong, as a Managing Member, disclaims beneficial ownership except to the extent of his pecuniary interest therein. Read SEC document |
| August 03, 2017 Filed Aug 7, 2017 20:04 UTC | Sunrun Inc. RUN · Entity 4507 | GrantCommon Stock | 13,812 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-047868 · doc4.xml · nonDerivative · entry 1 Wong Rich · CIK 0001536302 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,812 F1 · shares: Each share is represented by a Restricted Stock Unit ("RSU"). The RSUs will fully vest on January 1, 2018, subject to the Reporting Person's continued service as of that date. 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.