Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Donnelley Financial Solutions, Inc. | 57,608 | reported | 13 May 2026 | tx 15+72,946−15,339 |
| MIMEDX GROUP, INC. | 25,333 | reported | 17 May 2017 | tx 2+25,333 |
| ENVESTNET, INC. | 0 | reported | 25 Nov 2024 | tx 16+26,508−26,508 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 13 May 2026 | GRANT_AWARD | Donnelley Financial Solutions, Inc. | 4,265 | — | |
| 27 Aug 2025 | SALE | Donnelley Financial Solutions, Inc. | 7,421 | 56.71 USD | |
| 14 May 2025 | GRANT_AWARD | Donnelley Financial Solutions, Inc. | 4,251 | — | |
| 25 Nov 2024 | OTHER | ENVESTNET, INC. | 23,161 | 63.15 USD | |
| 25 Nov 2024 | OTHER | ENVESTNET, INC. | 1,745 | — | deriv |
| 13 Aug 2024 | SALE | Donnelley Financial Solutions, Inc. | 4,871 | 62.75 USD | |
| 15 May 2024 | GRANT_AWARD | Donnelley Financial Solutions, Inc. | 2,790 | — | |
| 29 Feb 2024 | GRANT_AWARD | ENVESTNET, INC. | 3,825 | 0.00 USD | |
| 23 Feb 2024 | SALE | Donnelley Financial Solutions, Inc. | 3,047 | 63.84 USD | |
| 17 May 2023 | GRANT_AWARD | Donnelley Financial Solutions, Inc. | 4,036 | — | |
| 28 Feb 2023 | GRANT_AWARD | ENVESTNET, INC. | 3,101 | 0.00 USD | |
| 18 May 2022 | GRANT_AWARD | Donnelley Financial Solutions, Inc. | 6,178 | — | |
| 28 Feb 2022 | GRANT_AWARD | ENVESTNET, INC. | 2,252 | 0.00 USD | |
| 13 May 2021 | GRANT_AWARD | Donnelley Financial Solutions, Inc. | 5,890 | — | |
| 11 Mar 2021 | GRANT_AWARD | ENVESTNET, INC. | 2,451 | 0.00 USD | |
| 18 May 2020 | GRANT_AWARD | Donnelley Financial Solutions, Inc. | 20,690 | — | |
| 28 Feb 2020 | GRANT_AWARD | ENVESTNET, INC. | 2,173 | 0.00 USD | |
| 30 May 2019 | GRANT_AWARD | Donnelley Financial Solutions, Inc. | 9,508 | — | |
| 04 Mar 2019 | GRANT_AWARD | ENVESTNET, INC. | 2,284 | 0.00 USD | |
| 24 May 2018 | GRANT_AWARD | Donnelley Financial Solutions, Inc. | 7,421 | — | |
| 28 Feb 2018 | GRANT_AWARD | ENVESTNET, INC. | 2,276 | 0.00 USD | |
| 18 May 2017 | GRANT_AWARD | Donnelley Financial Solutions, Inc. | 4,871 | — | |
| 17 May 2017 | GRANT_AWARD | MIMEDX GROUP, INC. | 3,472 | 0.00 USD | |
| 26 Apr 2017 | EXERCISE | ENVESTNET, INC. | 801 | 0.00 USD | |
| 26 Apr 2017 | EXERCISE | ENVESTNET, INC. | 801 | 0.00 USD | deriv |