Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| PUBLIC STORAGE INC /CA | 24,920 | reported | 26 Jul 2007 | tx 54+62,220−48,500 |
| American Homes 4 Rent | 0 | reported | 12 Mar 2018 | tx 10+67,500−3,500 |
| SoftBrands, Inc. | 0 | reported | 13 Aug 2009 | tx 19+58,000−412,588 |
| Public Storage | 0 | reported | 15 Apr 2010 | tx 32+42,206−111,960 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 12 Mar 2018 | SALE | American Homes 4 Rent | 3,000 | 19.67 USD | |
| 22 Feb 2018 | GRANT_AWARD | American Homes 4 Rent | 10,000 | 0.00 USD | deriv |
| 23 Feb 2017 | GRANT_AWARD | American Homes 4 Rent | 10,000 | 0.00 USD | deriv |
| 27 Sept 2016 | PURCHASE | American Homes 4 Rent | 400 | 21.58 USD | first after silence |
| 25 Feb 2016 | GRANT_AWARD | American Homes 4 Rent | 10,000 | 0.00 USD | deriv |
| 26 Feb 2015 | GRANT_AWARD | American Homes 4 Rent | 10,000 | 0.00 USD | deriv |
| 01 Apr 2014 | GRANT_AWARD | American Homes 4 Rent | 10,000 | 0.00 USD | deriv |
| 06 Jan 2014 | GIFT | American Homes 4 Rent | 500 | 0.00 USD | |
| 12 Nov 2013 | PURCHASE | American Homes 4 Rent | 15,100 | 16.25 USD | first after silence |
| 05 Nov 2013 | GRANT_AWARD | American Homes 4 Rent | 2,000 | 0.00 USD | |
| 15 Apr 2010 | OTHER | Public Storage | 12,930 | 24.50 USD | |
| 15 Apr 2010 | OTHER | Public Storage | 1,300 | 24.50 USD | |
| 15 Apr 2010 | OTHER | Public Storage | 28,850 | 24.50 USD | |
| 15 Apr 2010 | OTHER | Public Storage | 1,300 | 24.50 USD | |
| 15 Apr 2010 | OTHER | Public Storage | 12,930 | 24.50 USD | |
| 15 Apr 2010 | OTHER | Public Storage | 28,850 | 24.50 USD | |
| 18 Mar 2010 | SALE | Public Storage | 5,000 | 91.64 USD | |
| 18 Mar 2010 | EXERCISE | Public Storage | 2,500 | 43.33 USD | |
| 18 Mar 2010 | EXERCISE | Public Storage | 2,500 | 60.06 USD | |
| 18 Mar 2010 | EXERCISE | Public Storage | 2,500 | 0.00 USD | deriv |
| 18 Mar 2010 | EXERCISE | Public Storage | 2,500 | 0.00 USD | deriv |
| 16 Mar 2010 | SALE | Public Storage | 500 | 90.10 USD | |
| 16 Mar 2010 | SALE | Public Storage | 500 | 90.60 USD | |
| 16 Mar 2010 | SALE | Public Storage | 1,000 | 90.00 USD | |
| 13 Aug 2009 | OTHER | SoftBrands, Inc. | 18,114 | 0.92 USD |
3 purchases reported after at least 12 months of silence — most recent on 27 Sept 2016.