Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| WORLD KINECT CORP | 269,409 | reported | 28 Mar 2026 | tx 99+603,322−326,527 |
| STEM, INC. | 149,723 | reported | 04 Jun 2025 | tx 8+432,399−134,420 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 28 Mar 2026 | TAX_WITHHOLDING | WORLD KINECT CORP | 2,741 | 23.36 USD | |
| 15 Mar 2026 | TAX_WITHHOLDING | WORLD KINECT CORP | 2,100 | 22.80 USD | |
| 15 Mar 2026 | GRANT_AWARD | WORLD KINECT CORP | 39,474 | 0.00 USD | |
| 15 Mar 2026 | TAX_WITHHOLDING | WORLD KINECT CORP | 1,800 | 22.80 USD | |
| 04 Jun 2025 | GRANT_AWARD | STEM, INC. | 149,723 | 0.00 USD | deriv |
| 29 May 2025 | EXERCISE | STEM, INC. | 110,236 | 0.00 USD | |
| 29 May 2025 | EXERCISE | STEM, INC. | 110,236 | 0.00 USD | deriv |
| 28 Mar 2025 | TAX_WITHHOLDING | WORLD KINECT CORP | 3,075 | 28.52 USD | |
| 15 Mar 2025 | GRANT_AWARD | WORLD KINECT CORP | 40,975 | 0.00 USD | |
| 15 Mar 2025 | TAX_WITHHOLDING | WORLD KINECT CORP | 14,182 | 27.96 USD | |
| 15 Mar 2025 | TAX_WITHHOLDING | WORLD KINECT CORP | 2,926 | 27.96 USD | |
| 15 Mar 2025 | TAX_WITHHOLDING | WORLD KINECT CORP | 3,205 | 27.96 USD | |
| 15 Mar 2025 | GRANT_AWARD | WORLD KINECT CORP | 22,175 | 0.00 USD | |
| 15 Mar 2025 | TAX_WITHHOLDING | WORLD KINECT CORP | 3,393 | 27.96 USD | |
| 07 Jun 2024 | EXERCISE | STEM, INC. | 24,184 | 0.00 USD | |
| 07 Jun 2024 | EXERCISE | STEM, INC. | 24,184 | 0.00 USD | deriv |
| 29 May 2024 | GRANT_AWARD | STEM, INC. | 110,236 | 0.00 USD | deriv |
| 28 Mar 2024 | GRANT_AWARD | WORLD KINECT CORP | 23,441 | 0.00 USD | |
| 15 Mar 2024 | TAX_WITHHOLDING | WORLD KINECT CORP | 1,811 | 24.88 USD | |
| 15 Mar 2024 | TAX_WITHHOLDING | WORLD KINECT CORP | 2,999 | 24.88 USD | |
| 15 Mar 2024 | TAX_WITHHOLDING | WORLD KINECT CORP | 773 | 24.88 USD | |
| 15 Mar 2024 | TAX_WITHHOLDING | WORLD KINECT CORP | 3,393 | 24.88 USD | |
| 06 Nov 2023 | GRANT_AWARD | STEM, INC. | 13,836 | 0.00 USD | deriv |
| 15 Mar 2023 | TAX_WITHHOLDING | WORLD KINECT CORP | 4,167 | 23.97 USD | |
| 15 Mar 2023 | GRANT_AWARD | WORLD KINECT CORP | 25,866 | 0.00 USD |
1 purchase reported after at least 12 months of silence — most recent on 28 May 2021.