Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| WORKIVA INC | 21,588 | reported | 30 May 2024 | tx 6+14,576−2,800 |
| Concentra Group Holdings Parent, Inc. | 15,496 | reported | 04 Nov 2025 | tx 2+15,496 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 04 Nov 2025 | GRANT_AWARD | Concentra Group Holdings Parent, Inc. | 7,748 | 0.00 USD | |
| 04 Nov 2025 | GRANT_AWARD | Concentra Group Holdings Parent, Inc. | 7,748 | 0.00 USD | |
| 30 May 2024 | GRANT_AWARD | WORKIVA INC | 2,817 | — | |
| 30 May 2023 | GRANT_AWARD | WORKIVA INC | 2,217 | — | |
| 28 Nov 2022 | SALE | WORKIVA INC | 2,800 | 77.21 USD | |
| 01 Jun 2022 | GRANT_AWARD | WORKIVA INC | 2,925 | — | |
| 03 Jun 2021 | GRANT_AWARD | WORKIVA INC | 2,041 | — | |
| 19 May 2020 | GRANT_AWARD | WORKIVA INC | 4,576 | — |