Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Five Point Holdings, LLC | 135,704 | reported | 12 Mar 2025 | tx 9+135,704 |
| Forestar Group Inc. | 53,702 | reported | 19 Nov 2015 | tx 34+108,094 |
| COUNTRYWIDE FINANCIAL CORP | 17,762 | reported | 30 Mar 2007 | tx 7+9,499 |
| SEMPRA | 10,481.74 | reported | 01 Apr 2021 | tx 40+10,573.41 |
| STIFEL FINANCIAL CORP | 0 | reported | 13 Jun 2023 | tx 23+35,095−20,399 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 12 Mar 2025 | GRANT_AWARD | Five Point Holdings, LLC | 14,869 | 0.00 USD | |
| 08 Mar 2024 | GRANT_AWARD | Five Point Holdings, LLC | 26,490 | 0.00 USD | |
| 13 Jun 2023 | EXERCISE | STIFEL FINANCIAL CORP | 2,641 | 0.00 USD | |
| 13 Jun 2023 | EXERCISE | STIFEL FINANCIAL CORP | 2,641 | 0.00 USD | deriv |
| 09 Mar 2023 | GRANT_AWARD | Five Point Holdings, LLC | 35,874 | 0.00 USD | |
| 13 Jun 2022 | GRANT_AWARD | STIFEL FINANCIAL CORP | 1,761 | 56.78 USD | deriv |
| 31 May 2022 | EXERCISE | STIFEL FINANCIAL CORP | 1,389 | 0.00 USD | |
| 31 May 2022 | EXERCISE | STIFEL FINANCIAL CORP | 1,389 | 0.00 USD | deriv |
| 14 Mar 2022 | GRANT_AWARD | Five Point Holdings, LLC | 12,882 | 0.00 USD | |
| 07 Jan 2022 | EXERCISE | STIFEL FINANCIAL CORP | 5,625 | 0.00 USD | |
| 07 Jan 2022 | EXERCISE | STIFEL FINANCIAL CORP | 5,625 | 0.00 USD | deriv |
| 13 Oct 2021 | GRANT_AWARD | STIFEL FINANCIAL CORP | 1,389 | 71.98 USD | deriv |
| 03 Jun 2021 | EXERCISE | STIFEL FINANCIAL CORP | 3,144 | 0.00 USD | |
| 03 Jun 2021 | EXERCISE | STIFEL FINANCIAL CORP | 3,144 | 0.00 USD | deriv |
| 01 Apr 2021 | GRANT_AWARD | SEMPRA | 45.86 | 131.80 USD | deriv |
| 01 Feb 2021 | GRANT_AWARD | Five Point Holdings, LLC | 12,638 | 0.00 USD | |
| 04 Jan 2021 | GRANT_AWARD | SEMPRA | 100.97 | 123.80 USD | deriv |
| 01 Oct 2020 | GRANT_AWARD | SEMPRA | 104.93 | 119.13 USD | deriv |
| 12 Aug 2020 | PURCHASE | SEMPRA | 746 | 134.08 USD | |
| 01 Jul 2020 | GRANT_AWARD | SEMPRA | 103.01 | 121.35 USD | deriv |
| 05 Jun 2020 | EXERCISE | STIFEL FINANCIAL CORP | 1,900 | 0.00 USD | |
| 05 Jun 2020 | EXERCISE | STIFEL FINANCIAL CORP | 1,900 | 0.00 USD | deriv |
| 29 May 2020 | GRANT_AWARD | STIFEL FINANCIAL CORP | 2,096 | 0.00 USD | deriv |
| 05 May 2020 | GRANT_AWARD | SEMPRA | 725 | 0.00 USD | |
| 01 Apr 2020 | GRANT_AWARD | SEMPRA | 120.53 | 103.71 USD | deriv |