Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| STEM, INC. | 478 | reported | 03 Jul 2025 | tx 36+1,443,085−628,739 |
| ITEC ENVIRONMENTAL GROUP INC | 0 | reported | 01 Dec 2009 | tx 3−2,677,541 |
| Spring Valley Acquisition Corp. II | 0 | reported | 24 Feb 2026 | tx 3+40,000−80,000 |
| VALUECLICK INC/CA | 0 | reported | 10 Dec 2014 | tx 72+427,645−883,409 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 24 Feb 2026 | OTHER | Spring Valley Acquisition Corp. II | 40,000 | — | |
| 03 Jul 2025 | GIFT | STEM, INC. | 5,511 | 0.00 USD | |
| 03 Jul 2025 | GIFT | STEM, INC. | 5,511 | 0.00 USD | |
| 04 Jun 2025 | GRANT_AWARD | STEM, INC. | 149,723 | 0.00 USD | deriv |
| 29 May 2025 | EXERCISE | STEM, INC. | 110,236 | 0.00 USD | |
| 29 May 2025 | EXERCISE | STEM, INC. | 110,236 | 0.00 USD | deriv |
| 14 Jan 2025 | GRANT_AWARD | STEM, INC. | 66,667 | 0.00 USD | deriv |
| 28 Aug 2024 | GRANT_AWARD | STEM, INC. | 400,000 | 0.00 USD | deriv |
| 07 Jun 2024 | EXERCISE | STEM, INC. | 23,489 | 0.00 USD | |
| 07 Jun 2024 | EXERCISE | STEM, INC. | 23,489 | 0.00 USD | deriv |
| 29 May 2024 | GRANT_AWARD | STEM, INC. | 110,236 | 0.00 USD | deriv |
| 18 Mar 2024 | PURCHASE | STEM, INC. | 33,800 | 1.81 USD | |
| 15 Mar 2024 | PURCHASE | STEM, INC. | 62,500 | 1.84 USD | |
| 25 Jan 2024 | CONVERSION | Spring Valley Acquisition Corp. II | 40,000 | — | |
| 25 Jan 2024 | CONVERSION | Spring Valley Acquisition Corp. II | 40,000 | 0.00 USD | deriv |
| 15 Sept 2023 | PURCHASE | STEM, INC. | 62,000 | 4.82 USD | first after silence |
| 15 Jun 2023 | EXERCISE | STEM, INC. | 20,498 | 0.00 USD | |
| 15 Jun 2023 | EXERCISE | STEM, INC. | 20,498 | 0.00 USD | deriv |
| 07 Jun 2023 | GRANT_AWARD | STEM, INC. | 23,489 | 0.00 USD | deriv |
| 09 Sept 2022 | SALE | STEM, INC. | 50,000 | 16.21 USD | |
| 17 Aug 2022 | SALE | STEM, INC. | 67,000 | 15.51 USD | |
| 28 Jul 2022 | GRANT_AWARD | STEM, INC. | 20,498 | 0.00 USD | deriv |
| 28 Apr 2022 | EXERCISE | STEM, INC. | 5,524 | 0.00 USD | |
| 28 Apr 2022 | EXERCISE | STEM, INC. | 5,524 | 0.00 USD | deriv |
| 08 Mar 2022 | SALE | STEM, INC. | 86,121 | 9.01 USD |
3 purchases reported after at least 12 months of silence — most recent on 15 Sept 2023.