Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| COHEN & STEERS, INC. | 16,621 | reported | 02 Jan 2026 | tx 37+16,621 |
| Nuveen Churchill Direct Lending Corp. | 10,729 | reported | 05 Jan 2024 | tx 7+10,729 |
| FBR CAPITAL MARKETS CORP | 0 | reported | 01 Jun 2017 | tx 13+109,486−33,042 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 02 Jan 2026 | GRANT_AWARD | COHEN & STEERS, INC. | 436 | 0.00 USD | |
| 01 Oct 2025 | GRANT_AWARD | COHEN & STEERS, INC. | 423 | 0.00 USD | |
| 01 Jul 2025 | GRANT_AWARD | COHEN & STEERS, INC. | 360 | 0.00 USD | |
| 01 Apr 2025 | GRANT_AWARD | COHEN & STEERS, INC. | 341 | 0.00 USD | |
| 02 Jan 2025 | GRANT_AWARD | COHEN & STEERS, INC. | 298 | 0.00 USD | |
| 01 Oct 2024 | GRANT_AWARD | COHEN & STEERS, INC. | 291 | 0.00 USD | |
| 01 Jul 2024 | GRANT_AWARD | COHEN & STEERS, INC. | 383 | 0.00 USD | |
| 01 Apr 2024 | GRANT_AWARD | COHEN & STEERS, INC. | 362 | 0.00 USD | |
| 05 Jan 2024 | PURCHASE | Nuveen Churchill Direct Lending Corp. | 1,741 | 18.05 USD | |
| 02 Jan 2024 | GRANT_AWARD | COHEN & STEERS, INC. | 365 | 0.00 USD | |
| 03 Nov 2023 | PURCHASE | Nuveen Churchill Direct Lending Corp. | 1,213 | 18.19 USD | first after silence |
| 02 Oct 2023 | GRANT_AWARD | COHEN & STEERS, INC. | 442 | 0.00 USD | |
| 03 Jul 2023 | GRANT_AWARD | COHEN & STEERS, INC. | 472 | 0.00 USD | |
| 03 Apr 2023 | GRANT_AWARD | COHEN & STEERS, INC. | 433 | 0.00 USD | |
| 03 Jan 2023 | GRANT_AWARD | COHEN & STEERS, INC. | 419 | 0.00 USD | |
| 03 Oct 2022 | GRANT_AWARD | COHEN & STEERS, INC. | 432 | 0.00 USD | |
| 01 Jul 2022 | GRANT_AWARD | COHEN & STEERS, INC. | 429 | 0.00 USD | |
| 01 Apr 2022 | GRANT_AWARD | COHEN & STEERS, INC. | 315 | 0.00 USD | |
| 21 Jan 2022 | PURCHASE | Nuveen Churchill Direct Lending Corp. | 128 | 19.46 USD | |
| 03 Jan 2022 | GRANT_AWARD | COHEN & STEERS, INC. | 298 | 0.00 USD | |
| 10 Dec 2021 | PURCHASE | Nuveen Churchill Direct Lending Corp. | 436 | 19.58 USD | |
| 01 Nov 2021 | PURCHASE | Nuveen Churchill Direct Lending Corp. | 305 | 19.40 USD | |
| 01 Oct 2021 | GRANT_AWARD | COHEN & STEERS, INC. | 325 | 0.00 USD | |
| 24 Aug 2021 | PURCHASE | Nuveen Churchill Direct Lending Corp. | 612 | 19.28 USD | |
| 01 Jul 2021 | GRANT_AWARD | COHEN & STEERS, INC. | 304 | 0.00 USD |
2 purchases reported after at least 12 months of silence — most recent on 03 Nov 2023.