Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| EMC CORP | 125,800 | reported | 07 Mar 2016 | tx 14+175,800−45,131 |
| INSPERITY, INC. | 9,541 | reported | 08 Sept 2016 | tx 127+114,197−159,120 |
| STIFEL FINANCIAL CORP | 2,450 | reported | 09 Jun 2026 | tx 55+99,137−57,157 |
| Thomas Weisel Partners Group, Inc. | 0 | reported | 01 Jul 2010 | tx 7+49,028−56,104 |
| VMWARE, INC. | 0 | reported | 22 Nov 2023 | tx 35+81,732−134,278 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 09 Jun 2026 | GRANT_AWARD | STIFEL FINANCIAL CORP | 2,450 | 71.40 USD | deriv |
| 04 Jun 2026 | EXERCISE | STIFEL FINANCIAL CORP | 2,812 | 0.00 USD | |
| 04 Jun 2026 | EXERCISE | STIFEL FINANCIAL CORP | 2,812 | 0.00 USD | deriv |
| 05 Jun 2025 | GRANT_AWARD | STIFEL FINANCIAL CORP | 1,914 | 0.00 USD | |
| 04 Jun 2025 | GRANT_AWARD | STIFEL FINANCIAL CORP | 1,875 | 93.35 USD | deriv |
| 05 Jun 2025 | EXERCISE | STIFEL FINANCIAL CORP | 1,914 | 0.00 USD | deriv |
| 14 Mar 2025 | GIFT | STIFEL FINANCIAL CORP | 25 | 0.00 USD | |
| 07 Jun 2024 | EXERCISE | STIFEL FINANCIAL CORP | 2,504 | 0.00 USD | |
| 07 Jun 2024 | EXERCISE | STIFEL FINANCIAL CORP | 2,504 | 0.00 USD | deriv |
| 05 Jun 2024 | GRANT_AWARD | STIFEL FINANCIAL CORP | 1,914 | 78.37 USD | deriv |
| 22 Nov 2023 | OTHER | VMWARE, INC. | 1,482 | — | |
| 22 Nov 2023 | OTHER | VMWARE, INC. | 25,038 | — | |
| 13 Jul 2023 | GRANT_AWARD | VMWARE, INC. | 1,976 | 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 |
| 07 Jun 2023 | GRANT_AWARD | STIFEL FINANCIAL CORP | 2,504 | 59.90 USD | deriv |
| 12 Jul 2022 | GRANT_AWARD | VMWARE, INC. | 2,275 | 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 |
| 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 |
| 23 Jul 2021 | GRANT_AWARD | VMWARE, INC. | 1,620 | 0.00 USD | |
| 03 Jun 2021 | EXERCISE | STIFEL FINANCIAL CORP | 3,144 | 0.00 USD |