Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Carbonite Inc | 558,874 | reported | 17 Jun 2019 | tx 56+1,261,698−452,824 |
| IROBOT CORP | 45,033 | reported | 07 Jun 2024 | tx 41+56,843.45−5,317 |
| HENRY SCHEIN INC | 15,075 | reported | 06 Mar 2026 | tx 13+17,314−1,018 |
| CITY NATIONAL CORP | 0 | reported | 02 Nov 2015 | tx 4+832−854 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 06 Mar 2026 | GRANT_AWARD | HENRY SCHEIN INC | 2,577 | 0.00 USD | |
| 04 Mar 2025 | TAX_WITHHOLDING | HENRY SCHEIN INC | 572 | 70.31 USD | |
| 04 Mar 2025 | GRANT_AWARD | HENRY SCHEIN INC | 2,844 | 0.00 USD | |
| 07 Jun 2024 | GRANT_AWARD | IROBOT CORP | 20,986 | 0.00 USD | |
| 04 Mar 2024 | GRANT_AWARD | HENRY SCHEIN INC | 2,604 | 0.00 USD | |
| 09 Jun 2023 | GRANT_AWARD | IROBOT CORP | 4,983 | 0.00 USD | |
| 16 Mar 2023 | TAX_WITHHOLDING | HENRY SCHEIN INC | 446 | 78.15 USD | |
| 01 Mar 2023 | GRANT_AWARD | HENRY SCHEIN INC | 2,250 | 0.00 USD | |
| 13 Jun 2022 | SALE | IROBOT CORP | 767 | 38.88 USD | |
| 10 Jun 2022 | GRANT_AWARD | IROBOT CORP | 4,937 | 0.00 USD | |
| 16 Mar 2022 | GRANT_AWARD | HENRY SCHEIN INC | 2,028 | 0.00 USD | |
| 23 Dec 2021 | GRANT_AWARD | HENRY SCHEIN INC | 329 | 0.00 USD | deriv |
| 30 Sept 2021 | GRANT_AWARD | IROBOT CORP | 270.7 | 78.50 USD | deriv |
| 24 Sept 2021 | GRANT_AWARD | HENRY SCHEIN INC | 344 | 0.00 USD | deriv |
| 31 Mar 2021 | GRANT_AWARD | IROBOT CORP | 173.92 | 122.18 USD | deriv |
| 30 Jun 2021 | GRANT_AWARD | IROBOT CORP | 227.54 | 93.39 USD | deriv |
| 25 Jun 2021 | GRANT_AWARD | HENRY SCHEIN INC | 329 | 0.00 USD | deriv |
| 11 Jun 2021 | GRANT_AWARD | IROBOT CORP | 1,826 | 0.00 USD | |
| 07 Jun 2021 | SALE | IROBOT CORP | 897 | 97.48 USD | |
| 26 Mar 2021 | GRANT_AWARD | HENRY SCHEIN INC | 219 | 0.00 USD | deriv |
| 03 Mar 2021 | GRANT_AWARD | HENRY SCHEIN INC | 2,790 | 0.00 USD | |
| 18 Feb 2021 | PURCHASE | HENRY SCHEIN INC | 1,000 | 63.65 USD | first after silence |
| 31 Dec 2020 | GRANT_AWARD | IROBOT CORP | 264.67 | 80.29 USD | deriv |
| 30 Sept 2020 | GRANT_AWARD | IROBOT CORP | 279.97 | 75.90 USD | deriv |
| 30 Jun 2020 | GRANT_AWARD | IROBOT CORP | 253.28 | 83.90 USD | deriv |
1 purchase reported after at least 12 months of silence — most recent on 18 Feb 2021.