Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| MORGAN STANLEY | 168,594.76 | reported | 21 Jan 2021 | tx 33+370,715.53−386,748 |
| Accolade, Inc. | 0 | reported | 08 Apr 2025 | tx 44+134,886−134,886 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 08 Apr 2025 | OTHER | Accolade, Inc. | 46,810 | 7.03 USD | |
| 08 Apr 2025 | OTHER | Accolade, Inc. | 35,021 | — | deriv |
| 08 Apr 2025 | OTHER | Accolade, Inc. | 6,245 | — | deriv |
| 03 Mar 2025 | GRANT_AWARD | Accolade, Inc. | 6,245 | 0.00 USD | deriv |
| 28 Feb 2025 | EXERCISE | Accolade, Inc. | 2,178 | 0.00 USD | |
| 28 Feb 2025 | EXERCISE | Accolade, Inc. | 2,178 | — | deriv |
| 02 Dec 2024 | EXERCISE | Accolade, Inc. | 2,179 | 0.00 USD | |
| 02 Dec 2024 | EXERCISE | Accolade, Inc. | 2,179 | — | deriv |
| 03 Sept 2024 | EXERCISE | Accolade, Inc. | 2,179 | — | |
| 03 Sept 2024 | EXERCISE | Accolade, Inc. | 2,179 | — | deriv |
| 06 Aug 2024 | EXERCISE | Accolade, Inc. | 9,196 | — | |
| 06 Aug 2024 | EXERCISE | Accolade, Inc. | 9,196 | — | deriv |
| 06 Aug 2024 | GRANT_AWARD | Accolade, Inc. | 35,021 | 0.00 USD | deriv |
| 31 May 2024 | EXERCISE | Accolade, Inc. | 2,179 | — | |
| 31 May 2024 | EXERCISE | Accolade, Inc. | 2,179 | — | deriv |
| 01 Mar 2024 | GRANT_AWARD | Accolade, Inc. | 8,715 | 0.00 USD | deriv |
| 29 Feb 2024 | EXERCISE | Accolade, Inc. | 1,751 | — | |
| 29 Feb 2024 | EXERCISE | Accolade, Inc. | 1,751 | — | deriv |
| 30 Nov 2023 | EXERCISE | Accolade, Inc. | 1,751 | — | |
| 30 Nov 2023 | EXERCISE | Accolade, Inc. | 1,751 | — | deriv |
| 31 Aug 2023 | EXERCISE | Accolade, Inc. | 1,752 | — | |
| 31 Aug 2023 | EXERCISE | Accolade, Inc. | 1,752 | — | deriv |
| 18 Aug 2023 | GRANT_AWARD | Accolade, Inc. | 9,196 | 0.00 USD | deriv |
| 25 Jul 2023 | EXERCISE | Accolade, Inc. | 14,060 | — | |
| 25 Jul 2023 | EXERCISE | Accolade, Inc. | 14,060 | — | deriv |