Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Doximity, Inc. | 50,903 | reported | 15 Nov 2025 | tx 55+422,627−557,586 |
| TruBridge, Inc. | 38,687 | reported | 13 Mar 2025 | tx 9+38,687 |
| INVERNESS MEDICAL INNOVATIONS INC | 3,033 | reported | 31 Dec 2013 | tx 2+37,727 |
| Diplomat Pharmacy, Inc. | 0 | reported | 10 Feb 2020 | tx 9+44,832−44,832 |
| Oak Street Health, Inc. | 0 | reported | 02 May 2023 | tx 5+23,872−23,881 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 Nov 2025 | GRANT_AWARD | Doximity, Inc. | 31,064 | 0.00 USD | |
| 10 Oct 2025 | CONVERSION | Doximity, Inc. | 5,000 | — | |
| 10 Oct 2025 | SALE | Doximity, Inc. | 5,000 | 70.84 USD | |
| 10 Oct 2025 | EXERCISE | Doximity, Inc. | 5,000 | 0.00 USD | deriv |
| 10 Oct 2025 | CONVERSION | Doximity, Inc. | 5,000 | 0.00 USD | deriv |
| 10 Oct 2025 | EXERCISE | Doximity, Inc. | 5,000 | 0.00 USD | deriv |
| 12 Sept 2025 | SALE | Doximity, Inc. | 5,000 | 70.50 USD | |
| 12 Sept 2025 | CONVERSION | Doximity, Inc. | 5,000 | — | |
| 12 Sept 2025 | EXERCISE | Doximity, Inc. | 5,000 | 0.00 USD | deriv |
| 12 Sept 2025 | EXERCISE | Doximity, Inc. | 5,000 | 0.00 USD | deriv |
| 12 Sept 2025 | CONVERSION | Doximity, Inc. | 5,000 | 0.00 USD | deriv |
| 28 Aug 2025 | GRANT_AWARD | Doximity, Inc. | 3,221 | 0.00 USD | |
| 08 Aug 2025 | SALE | Doximity, Inc. | 5,000 | 63.00 USD | |
| 08 Aug 2025 | CONVERSION | Doximity, Inc. | 5,000 | — | |
| 08 Aug 2025 | CONVERSION | Doximity, Inc. | 5,000 | 0.00 USD | deriv |
| 08 Aug 2025 | EXERCISE | Doximity, Inc. | 5,000 | 0.00 USD | deriv |
| 08 Aug 2025 | EXERCISE | Doximity, Inc. | 5,000 | 0.00 USD | deriv |
| 11 Jul 2025 | SALE | Doximity, Inc. | 5,000 | 60.04 USD | |
| 11 Jul 2025 | CONVERSION | Doximity, Inc. | 5,000 | — | |
| 11 Jul 2025 | EXERCISE | Doximity, Inc. | 5,000 | 0.00 USD | deriv |
| 11 Jul 2025 | EXERCISE | Doximity, Inc. | 5,000 | 0.00 USD | deriv |
| 11 Jul 2025 | CONVERSION | Doximity, Inc. | 5,000 | 0.00 USD | deriv |
| 25 Jun 2025 | SALE | Doximity, Inc. | 10,000 | 60.00 USD | |
| 25 Jun 2025 | CONVERSION | Doximity, Inc. | 10,000 | — | |
| 25 Jun 2025 | EXERCISE | Doximity, Inc. | 10,000 | 0.00 USD | deriv |