Everything this person has disclosed to the SEC on Form 4 — across every company they file for — reconstructed from the public record. A filing history, not a tip sheet.
Reconstructed holdings Direct: $1.0M Indirect: $0 $1.0M as of 2026-09-27 Trades by company SMCI · 148 trades2026-08-27: Award / grant, 24,093 sh ($0) 2026-08-17: Withheld for tax, 3,308 sh ($127K) 2026-08-17: Option exercise, 6,500 sh ($0) 2026-08-17: Option exercise, 6,500 sh 2026-08-17: Option exercise, 6,500 sh 2026-08-17: Option exercise, 6,500 sh 2026-08-17: Option exercise, 6,500 sh 2026-08-10: Withheld for tax, 754 sh ($24K) 2026-08-10: Option exercise, 1,480 sh ($0) 2026-08-10: Option exercise, 1,480 sh 2026-08-10: Option exercise, 1,480 sh 2026-07-01: Withheld for tax, 4,773 sh ($132K) 2026-07-01: Withheld for tax, 2,600 sh ($72K) 2026-07-01: Withheld for tax, 1,522 sh ($42K) 2026-07-01: Withheld for tax, 593 sh ($16K) 2026-07-01: Withheld for tax, 550 sh ($15K) 2026-07-01: Option exercise, 5,110 sh ($0) 2026-07-01: Option exercise, 1,164 sh ($0) 2026-07-01: Option exercise, 2,991 sh ($0) 2026-07-01: Option exercise, 1,080 sh ($0) 2026-07-01: Option exercise, 9,380 sh ($0) 2026-07-01: Option exercise, 9,380 sh 2026-07-01: Option exercise, 1,164 sh 2026-07-01: Option exercise, 2,991 sh 2026-07-01: Option exercise, 1,080 sh 2026-07-01: Option exercise, 5,110 sh 2026-07-01: Option exercise, 9,380 sh 2026-07-01: Option exercise, 1,164 sh 2026-07-01: Option exercise, 2,991 sh 2026-07-01: Option exercise, 1,080 sh 2026-07-01: Option exercise, 5,110 sh 2026-06-17: Withheld for tax, 1,794 sh ($50K) 2026-06-17: Option exercise, 5,000 sh ($0) 2026-06-17: Award / grant, 10,000 sh ($0) 2026-06-17: Option exercise, 5,000 sh 2026-06-17: Option exercise, 5,000 sh 2026-05-10: Withheld for tax, 962 sh ($34K) 2026-05-10: Withheld for tax, 535 sh ($19K) 2026-05-10: Option exercise, 2,680 sh ($0) 2026-05-10: Option exercise, 1,490 sh ($0) 2026-05-10: Option exercise, 1,490 sh 2026-05-10: Option exercise, 2,680 sh 2026-05-10: Option exercise, 1,490 sh 2026-05-10: Option exercise, 2,680 sh 2026-05-08: Award / grant, 30,622 sh ($0) 2026-05-08: Award / grant, 13,780 sh ($0) 2026-02-17: Withheld for tax, 2,333 sh ($70K) 2026-02-17: Option exercise, 6,500 sh ($0) 2026-02-17: Option exercise, 6,500 sh 2026-02-17: Option exercise, 6,500 sh 2026-02-10: Withheld for tax, 1,100 sh ($37K) 2026-02-10: Withheld for tax, 609 sh ($20K) 2026-02-10: Option exercise, 1,480 sh ($0) 2026-02-10: Option exercise, 2,670 sh ($0) 2026-02-10: Option exercise, 2,670 sh 2026-02-10: Option exercise, 1,480 sh 2026-02-10: Option exercise, 1,480 sh 2026-02-10: Option exercise, 2,670 sh 2026-02-07: Award / grant, 13,000 sh ($0) 2025-11-10: Withheld for tax, 1,361 sh ($55K) 2025-11-10: Withheld for tax, 757 sh ($30K) 2025-11-10: Option exercise, 1,490 sh ($0) 2025-11-10: Option exercise, 2,680 sh ($0) 2025-11-10: Option exercise, 1,490 sh 2025-11-10: Option exercise, 2,680 sh 2025-11-10: Option exercise, 1,490 sh 2025-11-10: Option exercise, 2,680 sh 2025-10-30: Withheld for tax, 6,602 sh ($333K) 2025-10-30: Option exercise, 13,000 sh ($0) 2025-10-30: Option exercise, 13,000 sh 2025-10-30: Option exercise, 13,000 sh 2025-09-15: Sale, 25,000 sh ($1.1M) 2025-09-15: Option exercise, 25,000 sh ($133K) 2025-09-15: Option exercise, 25,000 sh ($0) 2025-09-03: Sale, 24,700 sh ($995K) 2025-09-03: Option exercise, 25,000 sh ($133K) 2025-09-03: Sale, 300 sh ($12K) 2025-09-03: Option exercise, 25,000 sh ($0) 2025-08-26: Award / grant, 4,656 sh ($0) 2025-08-10: Withheld for tax, 1,356 sh ($60K) 2025-08-10: Withheld for tax, 752 sh ($34K) 2025-08-10: Option exercise, 2,670 sh ($0) 2025-08-10: Option exercise, 1,480 sh ($0) 2025-08-10: Option exercise, 2,670 sh 2025-08-10: Option exercise, 1,480 sh 2025-08-10: Option exercise, 2,670 sh 2025-08-10: Option exercise, 1,480 sh 2025-07-01: Withheld for tax, 4,356 sh ($206K) 2025-07-01: Withheld for tax, 2,600 sh ($123K) 2025-07-01: Withheld for tax, 1,519 sh ($72K) 2025-07-01: Withheld for tax, 549 sh ($26K) 2025-07-01: Option exercise, 9,380 sh ($0) 2025-07-01: Option exercise, 2,991 sh ($0) 2025-07-01: Option exercise, 5,120 sh ($0) 2025-07-01: Option exercise, 1,080 sh ($0) 2025-07-01: Option exercise, 1,080 sh 2025-07-01: Option exercise, 2,991 sh 2025-07-01: Option exercise, 5,120 sh 2025-07-01: Option exercise, 9,380 sh 2025-07-01: Option exercise, 2,991 sh 2025-07-01: Option exercise, 1,080 sh 2025-07-01: Option exercise, 5,120 sh 2025-07-01: Option exercise, 9,380 sh 2025-05-20: Sale, 67,000 sh ($2.9M) 2025-05-10: Withheld for tax, 2,126 sh ($68K) 2025-05-10: Withheld for tax, 959 sh ($31K) 2025-05-10: Option exercise, 5,940 sh ($0) 2025-05-10: Option exercise, 2,680 sh ($0) 2025-05-10: Option exercise, 5,940 sh 2025-05-10: Option exercise, 5,940 sh 2025-05-10: Option exercise, 2,680 sh 2025-05-10: Option exercise, 2,680 sh 2025-02-27: Award / grant, 11,964 sh ($0) 2025-02-10: Withheld for tax, 1,097 sh ($47K) 2025-02-10: Option exercise, 2,670 sh ($0) 2025-02-10: Option exercise, 2,670 sh 2025-02-10: Option exercise, 2,670 sh 2024-11-10: Withheld for tax, 1,359 sh ($33K) 2024-11-10: Option exercise, 2,680 sh ($0) 2024-11-10: Option exercise, 2,680 sh 2024-11-10: Option exercise, 2,680 sh 2024-10-30: Award / grant, 13,000 sh ($0) 2024-08-10: Withheld for tax, 136 sh ($69K) 2024-08-10: Option exercise, 267 sh ($0) 2024-08-10: Option exercise, 267 sh 2024-07-01: Withheld for tax, 476 sh ($387K) 2024-07-01: Withheld for tax, 260 sh ($211K) 2024-07-01: Withheld for tax, 56 sh ($45K) 2024-07-01: Option exercise, 938 sh ($0) 2024-07-01: Option exercise, 512 sh ($0) 2024-07-01: Option exercise, 109 sh ($0) 2024-07-01: Option exercise, 109 sh 2024-07-01: Option exercise, 512 sh 2024-07-01: Option exercise, 938 sh 2024-05-10: Withheld for tax, 557 sh ($445K) 2024-05-10: Withheld for tax, 136 sh ($109K) 2024-05-10: Withheld for tax, 115 sh ($92K) 2024-05-10: Option exercise, 225 sh ($0) 2024-05-10: Option exercise, 268 sh ($0) 2024-05-10: Option exercise, 1,099 sh ($0) 2024-05-10: Option exercise, 1,099 sh 2024-05-10: Option exercise, 268 sh 2024-05-10: Option exercise, 225 sh 2024-05-03: Award / grant, 2,377 sh ($0) 2024-05-03: Award / grant, 6,255 sh ($0) 2024-02-15: Withheld for tax, 507 sh ($509K) 2024-02-15: Option exercise, 1,000 sh ($0) 2024-02-15: Option exercise, 1,000 sh Filing ledger Date Company Action Shares @ price Value Ownership Δ Owned after Filing 2025-09-15 SMCI Sale 25,000 @ $45.14 $1.1M −20.0% of holding 100,188 Form 4 2025-09-03 SMCI Sale 24,700 @ $40.28 $995K −19.7% of holding 100,488 Form 4 2025-09-03 SMCI Sale 300 @ $40.85 $12K −0.3% of holding 100,188 Form 4 2025-05-20 SMCI Sale 67,000 @ $44.02 $2.9M −43.1% of holding 88,599 Form 4
144 award / exercise / gift records — not counted as purchases Date Company Action Shares Owned after Filing 2026-08-27 SMCI Award / grant 24,093 24,093 Form 4 2026-08-17 SMCI Withheld for tax 3,308 134,730 Form 4 2026-08-17 SMCI Option exercise 6,500 0 Form 4 2026-08-17 SMCI Option exercise 6,500 138,038 Form 4 2026-08-17 SMCI Option exercise 6,500 138,038 Form 4 2026-08-17 SMCI Option exercise 6,500 138,038 Form 4 2026-08-17 SMCI Option exercise 6,500 138,038 Form 4 2026-08-10 SMCI Withheld for tax 754 131,538 Form 4 2026-08-10 SMCI Option exercise 1,480 10,410 Form 4 2026-08-10 SMCI Option exercise 1,480 132,292 Form 4 2026-08-10 SMCI Option exercise 1,480 132,292 Form 4 2026-07-01 SMCI Withheld for tax 4,773 125,732 Form 4 2026-07-01 SMCI Withheld for tax 2,600 128,242 Form 4 2026-07-01 SMCI Withheld for tax 1,522 130,241 Form 4 2026-07-01 SMCI Withheld for tax 593 130,812 Form 4 2026-07-01 SMCI Withheld for tax 550 128,772 Form 4 2026-07-01 SMCI Option exercise 5,110 5,110 Form 4 2026-07-01 SMCI Option exercise 1,164 3,492 Form 4 2026-07-01 SMCI Option exercise 2,991 5,982 Form 4 2026-07-01 SMCI Option exercise 1,080 1,080 Form 4 2026-07-01 SMCI Option exercise 9,380 0 Form 4 2026-07-01 SMCI Option exercise 9,380 130,505 Form 4 2026-07-01 SMCI Option exercise 1,164 131,405 Form 4 2026-07-01 SMCI Option exercise 2,991 131,763 Form 4 2026-07-01 SMCI Option exercise 1,080 129,322 Form 4 2026-07-01 SMCI Option exercise 5,110 130,842 Form 4 2026-07-01 SMCI Option exercise 9,380 130,505 Form 4 2026-07-01 SMCI Option exercise 1,164 131,405 Form 4 2026-07-01 SMCI Option exercise 2,991 131,763 Form 4 2026-07-01 SMCI Option exercise 1,080 129,322 Form 4 2026-07-01 SMCI Option exercise 5,110 130,842 Form 4 2026-06-17 SMCI Withheld for tax 1,794 121,125 Form 4 2026-06-17 SMCI Option exercise 5,000 5,000 Form 4 2026-06-17 SMCI Award / grant 10,000 10,000 Form 4 2026-06-17 SMCI Option exercise 5,000 122,919 Form 4 2026-06-17 SMCI Option exercise 5,000 122,919 Form 4 2026-05-10 SMCI Withheld for tax 962 116,964 Form 4 2026-05-10 SMCI Withheld for tax 535 117,919 Form 4 2026-05-10 SMCI Option exercise 2,680 0 Form 4 2026-05-10 SMCI Option exercise 1,490 11,890 Form 4
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