Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| TRUIST FINANCIAL CORP | 19,556 | reported | 24 Feb 2026 | tx 6+21,972 |
| APPFOLIO INC | 6,088 | reported | 27 Jun 2025 | tx 6+4,832−500 |
| R1 RCM Inc. /DE | 0 | reported | 19 Nov 2024 | tx 4+33,014−33,014 |
| Accretive Health, Inc. | 0 | reported | 21 Jun 2022 | tx 2+6,039−6,039 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 24 Feb 2026 | GRANT_AWARD | TRUIST FINANCIAL CORP | 4,027 | 0.00 USD | deriv |
| 27 Jun 2025 | GRANT_AWARD | APPFOLIO INC | 672 | 0.00 USD | |
| 25 Feb 2025 | GRANT_AWARD | TRUIST FINANCIAL CORP | 3,986 | 0.00 USD | |
| 02 Dec 2024 | SALE | APPFOLIO INC | 500 | 255.42 USD | |
| 19 Nov 2024 | OTHER | R1 RCM Inc. /DE | 33,014 | 14.30 USD | |
| 27 Jun 2024 | GRANT_AWARD | APPFOLIO INC | 643 | 0.00 USD | |
| 23 May 2024 | GRANT_AWARD | R1 RCM Inc. /DE | 15,651 | 0.00 USD | |
| 27 Feb 2024 | GRANT_AWARD | TRUIST FINANCIAL CORP | 5,160 | 0.00 USD | deriv |
| 27 Jun 2023 | GRANT_AWARD | APPFOLIO INC | 921 | 0.00 USD | |
| 18 May 2023 | GRANT_AWARD | R1 RCM Inc. /DE | 11,324 | 0.00 USD | |
| 28 Feb 2023 | GRANT_AWARD | TRUIST FINANCIAL CORP | 3,833 | 0.00 USD | deriv |
| 27 Jun 2022 | GRANT_AWARD | APPFOLIO INC | 1,557 | 0.00 USD | |
| 21 Jun 2022 | GRANT_AWARD | R1 RCM Inc. /DE | 6,039 | — | |
| 21 Jun 2022 | OTHER | Accretive Health, Inc. | 6,039 | — | deriv |
| 27 May 2022 | GRANT_AWARD | Accretive Health, Inc. | 6,039 | 0.00 USD | deriv |
| 22 Feb 2022 | GRANT_AWARD | TRUIST FINANCIAL CORP | 2,412 | 0.00 USD | deriv |
| 28 Jun 2021 | GRANT_AWARD | APPFOLIO INC | 1,039 | 0.00 USD | |
| 23 Feb 2021 | GRANT_AWARD | TRUIST FINANCIAL CORP | 2,554 | 0.00 USD | deriv |