Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Palomar Holdings, Inc. | 869 | reported | 21 May 2026 | tx 2+2,173 |
| HOULIHAN LOKEY, INC. | 0 | reported | 21 May 2026 | tx 141+2,096,371−2,565,779 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 21 May 2026 | GRANT_AWARD | Palomar Holdings, Inc. | 869 | 0.00 USD | |
| 21 May 2026 | GRANT_AWARD | Palomar Holdings, Inc. | 1,304 | 0.00 USD | |
| 21 May 2026 | CONVERSION | HOULIHAN LOKEY, INC. | 6,265 | 0.00 USD | |
| 21 May 2026 | SALE | HOULIHAN LOKEY, INC. | 6,265 | 150.26 USD | |
| 21 May 2026 | CONVERSION | HOULIHAN LOKEY, INC. | 6,265 | 0.00 USD | deriv |
| 15 May 2026 | TAX_WITHHOLDING | HOULIHAN LOKEY, INC. | 6,497 | 150.35 USD | deriv |
| 10 Nov 2025 | CONVERSION | HOULIHAN LOKEY, INC. | 8,000 | 0.00 USD | |
| 10 Nov 2025 | GIFT | HOULIHAN LOKEY, INC. | 8,000 | 0.00 USD | |
| 10 Nov 2025 | CONVERSION | HOULIHAN LOKEY, INC. | 8,000 | 0.00 USD | deriv |
| 22 May 2025 | OTHER | HOULIHAN LOKEY, INC. | 5,777 | 0.00 USD | deriv |
| 22 May 2025 | GRANT_AWARD | HOULIHAN LOKEY, INC. | 2,818 | 0.00 USD | deriv |
| 22 May 2025 | GRANT_AWARD | HOULIHAN LOKEY, INC. | 2,959 | 0.00 USD | deriv |
| 19 May 2025 | GIFT | HOULIHAN LOKEY, INC. | 15,000 | 0.00 USD | |
| 19 May 2025 | CONVERSION | HOULIHAN LOKEY, INC. | 15,000 | 0.00 USD | |
| 19 May 2025 | CONVERSION | HOULIHAN LOKEY, INC. | 8,008 | 0.00 USD | |
| 19 May 2025 | SALE | HOULIHAN LOKEY, INC. | 8,008 | 178.71 USD | |
| 19 May 2025 | CONVERSION | HOULIHAN LOKEY, INC. | 8,008 | 0.00 USD | deriv |
| 19 May 2025 | CONVERSION | HOULIHAN LOKEY, INC. | 15,000 | 0.00 USD | deriv |
| 15 May 2025 | TAX_WITHHOLDING | HOULIHAN LOKEY, INC. | 7,881 | 180.09 USD | deriv |
| 06 Nov 2024 | GIFT | HOULIHAN LOKEY, INC. | 15,000 | 0.00 USD | |
| 06 Nov 2024 | CONVERSION | HOULIHAN LOKEY, INC. | 15,000 | 0.00 USD | |
| 06 Nov 2024 | CONVERSION | HOULIHAN LOKEY, INC. | 15,000 | 0.00 USD | deriv |
| 16 Aug 2024 | SALE | HOULIHAN LOKEY, INC. | 8,317 | 151.89 USD | |
| 16 Aug 2024 | CONVERSION | HOULIHAN LOKEY, INC. | 8,317 | 0.00 USD | |
| 16 Aug 2024 | CONVERSION | HOULIHAN LOKEY, INC. | 8,317 | 0.00 USD | deriv |