Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| DIVIDEND CAPITAL TRUST INC | 87,924 | reported | 08 Sept 2011 | tx 24+656,442−78,063 |
| IRON MOUNTAIN INC | 19,339 | reported | 25 Jul 2019 | tx 40+276,124−64,467 |
| New Mountain Net Lease Trust | 2,472.49 | reported | 02 Jan 2026 | tx 2+2,472.49 |
| RED ROBIN GOURMET BURGERS INC | 1,761 | reported | 14 Nov 2016 | tx 43+92,370−42,419 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 02 Jan 2026 | GRANT_AWARD | New Mountain Net Lease Trust | 1,222.49 | 0.00 USD | |
| 02 Jan 2025 | GRANT_AWARD | New Mountain Net Lease Trust | 1,250 | 0.00 USD | |
| 25 Jul 2019 | TAX_WITHHOLDING | IRON MOUNTAIN INC | 649 | 30.07 USD | |
| 25 Jul 2019 | TAX_WITHHOLDING | IRON MOUNTAIN INC | 3,246 | 30.07 USD | |
| 25 Jul 2019 | EXERCISE | IRON MOUNTAIN INC | 1,463 | 0.00 USD | |
| 25 Jul 2019 | EXERCISE | IRON MOUNTAIN INC | 7,312 | 0.00 USD | |
| 25 Jul 2019 | EXERCISE | IRON MOUNTAIN INC | 7,312 | 0.00 USD | deriv |
| 25 Jul 2019 | EXERCISE | IRON MOUNTAIN INC | 1,463 | 0.00 USD | deriv |
| 03 May 2019 | SALE | IRON MOUNTAIN INC | 2,200 | 31.65 USD | |
| 20 Feb 2019 | GRANT_AWARD | IRON MOUNTAIN INC | 71,151 | 0.00 USD | deriv |
| 20 Feb 2019 | GRANT_AWARD | IRON MOUNTAIN INC | 14,277 | 0.00 USD | deriv |
| 19 Feb 2019 | TAX_WITHHOLDING | IRON MOUNTAIN INC | 1,982 | 35.39 USD | |
| 19 Feb 2019 | EXERCISE | IRON MOUNTAIN INC | 6,744 | 0.00 USD | |
| 19 Feb 2019 | TAX_WITHHOLDING | IRON MOUNTAIN INC | 952 | 35.39 USD | |
| 19 Feb 2019 | EXERCISE | IRON MOUNTAIN INC | 3,240 | 0.00 USD | |
| 19 Feb 2019 | EXERCISE | IRON MOUNTAIN INC | 3,240 | 0.00 USD | deriv |
| 19 Feb 2019 | EXERCISE | IRON MOUNTAIN INC | 6,744 | 0.00 USD | deriv |
| 15 Feb 2019 | EXERCISE | IRON MOUNTAIN INC | 4,443 | 0.00 USD | |
| 15 Feb 2019 | TAX_WITHHOLDING | IRON MOUNTAIN INC | 1,394 | 35.12 USD | |
| 15 Feb 2019 | EXERCISE | IRON MOUNTAIN INC | 4,443 | 0.00 USD | deriv |
| 14 Feb 2019 | GRANT_AWARD | IRON MOUNTAIN INC | 6,744 | 0.00 USD | deriv |
| 25 Jul 2018 | TAX_WITHHOLDING | IRON MOUNTAIN INC | 2,146 | 35.35 USD | |
| 26 Jul 2018 | SALE | IRON MOUNTAIN INC | 1,750 | 35.38 USD | |
| 25 Jul 2018 | EXERCISE | IRON MOUNTAIN INC | 1,458 | 0.00 USD | |
| 25 Jul 2018 | TAX_WITHHOLDING | IRON MOUNTAIN INC | 429 | 35.35 USD |
2 purchases reported after at least 12 months of silence — most recent on 20 May 2016.