Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| 2023 ETF Series Trust | 4,000 | reported | 27 Feb 2026 | tx 3+4,000 |
| Cohen & Steers MLP Income & Energy Opportunity Fund | 3,500 | reported | 14 Feb 2014 | tx 4+3,500 |
| COHEN & STEERS INFRASTRUCTURE FUND INC | 1,000 | reported | 14 Feb 2014 | tx 1+1,000 |
| Norwegian Cruise Line Holdings Ltd. | 0 | reported | 12 Nov 2014 | tx 19+401,406−248,970 |
| HMS HOLDINGS CORP | 0 | reported | 01 Apr 2021 | tx 28+86,091−86,091 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 27 Feb 2026 | PURCHASE | 2023 ETF Series Trust | 1,000 | 27.75 USD | |
| 26 Feb 2026 | PURCHASE | 2023 ETF Series Trust | 2,000 | 27.55 USD | |
| 24 Feb 2026 | PURCHASE | 2023 ETF Series Trust | 1,000 | 27.46 USD | first after silence |
| 01 Apr 2021 | OTHER | HMS HOLDINGS CORP | 36,674 | — | |
| 01 Apr 2021 | OTHER | HMS HOLDINGS CORP | 4,384 | — | deriv |
| 01 Apr 2021 | OTHER | HMS HOLDINGS CORP | 4,178 | — | deriv |
| 01 Apr 2021 | OTHER | HMS HOLDINGS CORP | 5,367 | — | deriv |
| 27 May 2020 | GRANT_AWARD | HMS HOLDINGS CORP | 4,384 | 0.00 USD | |
| 27 May 2020 | GRANT_AWARD | HMS HOLDINGS CORP | 4,384 | 0.00 USD | deriv |
| 22 May 2019 | GRANT_AWARD | HMS HOLDINGS CORP | 4,178 | 0.00 USD | |
| 22 May 2019 | GRANT_AWARD | HMS HOLDINGS CORP | 4,178 | 0.00 USD | deriv |
| 27 Feb 2019 | SALE | HMS HOLDINGS CORP | 17,744 | 34.50 USD | |
| 27 Feb 2019 | EXERCISE | HMS HOLDINGS CORP | 560 | 19.04 USD | |
| 27 Feb 2019 | EXERCISE | HMS HOLDINGS CORP | 3,740 | 16.54 USD | |
| 27 Feb 2019 | EXERCISE | HMS HOLDINGS CORP | 6,701 | 13.94 USD | |
| 27 Feb 2019 | EXERCISE | HMS HOLDINGS CORP | 6,743 | 17.45 USD | |
| 27 Feb 2019 | EXERCISE | HMS HOLDINGS CORP | 560 | 0.00 USD | deriv |
| 27 Feb 2019 | EXERCISE | HMS HOLDINGS CORP | 3,740 | 0.00 USD | deriv |
| 27 Feb 2019 | EXERCISE | HMS HOLDINGS CORP | 6,743 | 0.00 USD | deriv |
| 27 Feb 2019 | EXERCISE | HMS HOLDINGS CORP | 6,701 | 0.00 USD | deriv |
| 23 May 2018 | GRANT_AWARD | HMS HOLDINGS CORP | 5,368 | 0.00 USD | |
| 23 May 2018 | GRANT_AWARD | HMS HOLDINGS CORP | 5,367 | 0.00 USD | deriv |
| 21 Aug 2017 | GRANT_AWARD | HMS HOLDINGS CORP | 6,743 | 0.00 USD | |
| 21 Aug 2017 | GRANT_AWARD | HMS HOLDINGS CORP | 6,743 | 0.00 USD | deriv |
| 09 Jun 2017 | GRANT_AWARD | HMS HOLDINGS CORP | 560 | 0.00 USD |
2 purchases reported after at least 12 months of silence — most recent on 24 Feb 2026.