Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Rocket Companies, Inc. | 428,435 | reported | 05 Aug 2022 | tx 4+860,112−46,667 |
| Regional Management Corp. | 8,988 | reported | 21 May 2026 | tx 3+8,988 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 21 May 2026 | GRANT_AWARD | Regional Management Corp. | 3,829 | 0.00 USD | |
| 22 May 2025 | GRANT_AWARD | Regional Management Corp. | 4,491 | 0.00 USD | |
| 20 Mar 2025 | GRANT_AWARD | Regional Management Corp. | 668 | 0.00 USD | |
| 05 Aug 2022 | TAX_WITHHOLDING | Rocket Companies, Inc. | 46,667 | 9.95 USD | |
| 07 Mar 2022 | GRANT_AWARD | Rocket Companies, Inc. | 162,602 | 0.00 USD | |
| 05 Aug 2020 | GRANT_AWARD | Rocket Companies, Inc. | 312,500 | 0.00 USD | |
| 05 Aug 2020 | GRANT_AWARD | Rocket Companies, Inc. | 385,010 | 0.00 USD | deriv |