Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| PEAPACK GLADSTONE FINANCIAL CORP | 10,368.02 | reported | 20 Mar 2026 | tx 15+19,904−1,675 |
| WELLS REAL ESTATE INVESTMENT TRUST II INC | 0 | reported | 08 Dec 2021 | tx 11+24,436−24,436 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 20 Mar 2026 | EXERCISE | PEAPACK GLADSTONE FINANCIAL CORP | 1,675 | — | |
| 20 Mar 2026 | GRANT_AWARD | PEAPACK GLADSTONE FINANCIAL CORP | 1,491 | — | deriv |
| 20 Mar 2026 | EXERCISE | PEAPACK GLADSTONE FINANCIAL CORP | 1,675 | — | deriv |
| 20 Mar 2025 | GRANT_AWARD | PEAPACK GLADSTONE FINANCIAL CORP | 1,675 | 0.00 USD | deriv |
| 20 Mar 2024 | GRANT_AWARD | PEAPACK GLADSTONE FINANCIAL CORP | 2,069 | 0.00 USD | deriv |
| 24 Mar 2023 | PURCHASE | PEAPACK GLADSTONE FINANCIAL CORP | 1,000 | 28.46 USD | |
| 20 Mar 2023 | GRANT_AWARD | PEAPACK GLADSTONE FINANCIAL CORP | 1,598 | 0.00 USD | deriv |
| 03 May 2022 | PURCHASE | PEAPACK GLADSTONE FINANCIAL CORP | 650 | 32.20 USD | first after silence |
| 20 Mar 2022 | GRANT_AWARD | PEAPACK GLADSTONE FINANCIAL CORP | 1,222 | 0.00 USD | deriv |
| 08 Dec 2021 | OTHER | WELLS REAL ESTATE INVESTMENT TRUST II INC | 24,436 | 19.30 USD | |
| 18 May 2021 | GRANT_AWARD | WELLS REAL ESTATE INVESTMENT TRUST II INC | 4,183 | 17.93 USD | |
| 20 Mar 2021 | GRANT_AWARD | PEAPACK GLADSTONE FINANCIAL CORP | 1,434 | 0.00 USD | deriv |
| 12 May 2020 | GRANT_AWARD | WELLS REAL ESTATE INVESTMENT TRUST II INC | 5,638 | 13.30 USD | |
| 20 Mar 2020 | GRANT_AWARD | PEAPACK GLADSTONE FINANCIAL CORP | 3,348 | 0.00 USD | deriv |
| 18 Mar 2020 | PURCHASE | PEAPACK GLADSTONE FINANCIAL CORP | 1,000 | 14.32 USD | |
| 14 May 2019 | GRANT_AWARD | WELLS REAL ESTATE INVESTMENT TRUST II INC | 3,360 | 22.32 USD | |
| 20 Mar 2019 | GRANT_AWARD | PEAPACK GLADSTONE FINANCIAL CORP | 1,328 | 0.00 USD | deriv |
| 14 May 2018 | GRANT_AWARD | WELLS REAL ESTATE INVESTMENT TRUST II INC | 3,401 | 22.06 USD | |
| 20 Mar 2018 | GRANT_AWARD | PEAPACK GLADSTONE FINANCIAL CORP | 707 | 0.00 USD | deriv |
| 02 May 2017 | GRANT_AWARD | WELLS REAL ESTATE INVESTMENT TRUST II INC | 3,598 | 22.59 USD | |
| 03 Jan 2017 | GRANT_AWARD | WELLS REAL ESTATE INVESTMENT TRUST II INC | 887 | 21.12 USD | |
| 03 Oct 2016 | GRANT_AWARD | WELLS REAL ESTATE INVESTMENT TRUST II INC | 828 | 22.70 USD | |
| 01 Jul 2016 | GRANT_AWARD | WELLS REAL ESTATE INVESTMENT TRUST II INC | 874 | 21.44 USD | |
| 01 Apr 2016 | GRANT_AWARD | WELLS REAL ESTATE INVESTMENT TRUST II INC | 870 | 21.55 USD | |
| 04 Jan 2016 | GRANT_AWARD | WELLS REAL ESTATE INVESTMENT TRUST II INC | 797 | 23.50 USD |
1 purchase reported after at least 12 months of silence — most recent on 03 May 2022.