Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| TRUIST FINANCIAL CORP | 292,739.18 | reported | 25 Feb 2014 | tx 150+1,788,089−1,485,219 |
| Moelis & Co | 2,484.43 | reported | 02 Dec 2024 | tx 145+28,342.78 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 02 Dec 2024 | GRANT_AWARD | Moelis & Co | 15.47 | — | |
| 02 Dec 2024 | GRANT_AWARD | Moelis & Co | 6.35 | — | |
| 02 Dec 2024 | GRANT_AWARD | Moelis & Co | 19.51 | — | |
| 26 Sept 2024 | GRANT_AWARD | Moelis & Co | 21.19 | — | |
| 26 Sept 2024 | GRANT_AWARD | Moelis & Co | 16.8 | — | |
| 26 Sept 2024 | GRANT_AWARD | Moelis & Co | 9.2 | — | |
| 01 Jul 2024 | GRANT_AWARD | Moelis & Co | 1,938 | — | |
| 01 Jul 2024 | GRANT_AWARD | Moelis & Co | 1,061 | — | |
| 20 Jun 2024 | GRANT_AWARD | Moelis & Co | 3.62 | — | |
| 20 Jun 2024 | GRANT_AWARD | Moelis & Co | 21.52 | — | |
| 20 Jun 2024 | GRANT_AWARD | Moelis & Co | 26.97 | — | |
| 20 Jun 2024 | GRANT_AWARD | Moelis & Co | 3.7 | — | |
| 28 Mar 2024 | GRANT_AWARD | Moelis & Co | 6.93 | — | |
| 28 Mar 2024 | GRANT_AWARD | Moelis & Co | 25.28 | — | |
| 28 Mar 2024 | GRANT_AWARD | Moelis & Co | 3.39 | — | |
| 28 Mar 2024 | GRANT_AWARD | Moelis & Co | 20.17 | — | |
| 22 Dec 2023 | GRANT_AWARD | Moelis & Co | 20.01 | — | |
| 22 Dec 2023 | GRANT_AWARD | Moelis & Co | 3.37 | — | |
| 22 Dec 2023 | GRANT_AWARD | Moelis & Co | 10.3 | — | |
| 22 Dec 2023 | GRANT_AWARD | Moelis & Co | 25.08 | — | |
| 22 Sept 2023 | GRANT_AWARD | Moelis & Co | 4.22 | — | |
| 22 Sept 2023 | GRANT_AWARD | Moelis & Co | 31.41 | — | |
| 22 Sept 2023 | GRANT_AWARD | Moelis & Co | 17.19 | — | |
| 22 Sept 2023 | GRANT_AWARD | Moelis & Co | 25.06 | — | |
| 03 Jul 2023 | GRANT_AWARD | Moelis & Co | 2,335 | — |