Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| H&R BLOCK INC | 28,804.14 | reported | 12 Sept 2019 | tx 4+27,127 |
| DT Midstream, Inc. | 6,073 | reported | 06 May 2026 | tx 11+12,520−5,354 |
| Switch, Inc. | 0 | reported | 06 Dec 2022 | tx 4+23,312−23,312 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 06 May 2026 | EXERCISE | DT Midstream, Inc. | 1,178 | — | |
| 05 May 2026 | GRANT_AWARD | DT Midstream, Inc. | 1,093 | 0.00 USD | deriv |
| 06 May 2026 | EXERCISE | DT Midstream, Inc. | 1,145 | 0.00 USD | deriv |
| 10 May 2025 | EXERCISE | DT Midstream, Inc. | 1,819 | — | |
| 10 May 2025 | EXERCISE | DT Midstream, Inc. | 1,758 | 0.00 USD | deriv |
| 06 May 2025 | GRANT_AWARD | DT Midstream, Inc. | 1,145 | 0.00 USD | deriv |
| 10 May 2024 | GRANT_AWARD | DT Midstream, Inc. | 1,758 | 0.00 USD | deriv |
| 05 May 2024 | EXERCISE | DT Midstream, Inc. | 2,576 | — | |
| 05 May 2024 | EXERCISE | DT Midstream, Inc. | 2,451 | 0.00 USD | deriv |
| 01 Mar 2024 | PURCHASE | DT Midstream, Inc. | 500 | 57.87 USD | |
| 05 May 2023 | GRANT_AWARD | DT Midstream, Inc. | 2,451 | 0.00 USD | deriv |
| 06 Dec 2022 | OTHER | Switch, Inc. | 23,312 | 34.25 USD | |
| 10 Jun 2022 | GRANT_AWARD | Switch, Inc. | 5,963 | 0.00 USD | |
| 11 Jun 2021 | GRANT_AWARD | Switch, Inc. | 9,328 | 0.00 USD | |
| 04 Nov 2020 | GRANT_AWARD | Switch, Inc. | 8,021 | 0.00 USD | |
| 12 Sept 2019 | GRANT_AWARD | H&R BLOCK INC | 6,179 | 0.00 USD | |
| 13 Sept 2018 | GRANT_AWARD | H&R BLOCK INC | 5,731 | 0.00 USD | |
| 14 Sept 2017 | GRANT_AWARD | H&R BLOCK INC | 5,710 | 0.00 USD | |
| 08 Sept 2016 | GRANT_AWARD | H&R BLOCK INC | 9,507 | 0.00 USD |