Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| FRANKLIN RESOURCES INC | 34,781 | reported | 03 Feb 2026 | tx 28+63,254.65−17,026 |
| AMERICA FIRST TAX EXEMPT INVESTORS LP | 20,336 | reported | 24 May 2018 | tx 6+20,336 |
| REDWOOD TRUST INC | 11,969.7 | reported | 21 May 2020 | tx 74+120,694.82−111,811.29 |
| WAGEWORKS, INC. | 10,541 | reported | 28 Apr 2017 | tx 26+81,582−106,541 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 03 Feb 2026 | GRANT_AWARD | FRANKLIN RESOURCES INC | 7,593 | 27.00 USD | |
| 04 Feb 2025 | GRANT_AWARD | FRANKLIN RESOURCES INC | 9,371 | 20.81 USD | |
| 06 Feb 2024 | GRANT_AWARD | FRANKLIN RESOURCES INC | 7,323 | 26.63 USD | |
| 10 Oct 2023 | SALE | FRANKLIN RESOURCES INC | 6,011 | 24.01 USD | |
| 07 Feb 2023 | GRANT_AWARD | FRANKLIN RESOURCES INC | 4,982 | 32.12 USD | |
| 15 Jun 2022 | SALE | FRANKLIN RESOURCES INC | 3,135 | 23.37 USD | |
| 23 Feb 2022 | GRANT_AWARD | FRANKLIN RESOURCES INC | 5,512 | 29.03 USD | |
| 15 Jun 2021 | SALE | FRANKLIN RESOURCES INC | 2,400 | 33.91 USD | |
| 09 Feb 2021 | GRANT_AWARD | FRANKLIN RESOURCES INC | 6,011 | 26.62 USD | |
| 15 Dec 2020 | SALE | FRANKLIN RESOURCES INC | 1,826 | 23.97 USD | |
| 27 Nov 2020 | SALE | FRANKLIN RESOURCES INC | 1,827 | 22.16 USD | |
| 17 Aug 2020 | SALE | FRANKLIN RESOURCES INC | 1,827 | 21.90 USD | |
| 21 May 2020 | SALE | REDWOOD TRUST INC | 5,778 | 4.52 USD | |
| 20 May 2020 | EXERCISE | REDWOOD TRUST INC | 5,778 | 4.25 USD | |
| 20 May 2020 | EXERCISE | REDWOOD TRUST INC | 5,778 | 0.00 USD | deriv |
| 11 Feb 2020 | GRANT_AWARD | FRANKLIN RESOURCES INC | 6,360 | 25.16 USD | |
| 20 May 2019 | EXERCISE | REDWOOD TRUST INC | 6,310 | 16.17 USD | |
| 20 May 2019 | EXERCISE | REDWOOD TRUST INC | 6,310 | 0.00 USD | deriv |
| 15 May 2019 | GRANT_AWARD | REDWOOD TRUST INC | 6,802 | 0.00 USD | deriv |
| 06 Mar 2019 | SALE | REDWOOD TRUST INC | 9,778 | 15.81 USD | |
| 12 Feb 2019 | GRANT_AWARD | FRANKLIN RESOURCES INC | 4,655 | 31.15 USD | |
| 24 May 2018 | GRANT_AWARD | AMERICA FIRST TAX EXEMPT INVESTORS LP | 1,578 | 0.00 USD | |
| 21 May 2018 | EXERCISE | REDWOOD TRUST INC | 5,124 | 16.47 USD | |
| 21 May 2018 | EXERCISE | REDWOOD TRUST INC | 5,124 | 0.00 USD | deriv |
| 22 May 2018 | GRANT_AWARD | REDWOOD TRUST INC | 6,016 | 0.00 USD | deriv |