Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| CITIGROUP INC | 290,861.45 | reported | 28 Feb 2018 | tx 46+5,462,785.77−1,161,357.65 |
| INNODATA INC | 1,673 | reported | 11 Nov 2025 | tx 1+1,673 |
| WEX Inc. | 0 | reported | 15 May 2026 | tx 50+21,392−7,881 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 May 2026 | EXERCISE | WEX Inc. | 1,567 | 0.00 USD | |
| 14 May 2026 | GRANT_AWARD | WEX Inc. | 1,605 | 0.00 USD | deriv |
| 15 May 2026 | EXERCISE | WEX Inc. | 1,567 | 0.00 USD | deriv |
| 31 Dec 2025 | GRANT_AWARD | WEX Inc. | 176 | — | |
| 11 Nov 2025 | GRANT_AWARD | INNODATA INC | 1,673 | 0.00 USD | |
| 30 Sept 2025 | GRANT_AWARD | WEX Inc. | 166 | — | |
| 30 Jun 2025 | GRANT_AWARD | WEX Inc. | 178 | — | |
| 15 May 2025 | GRANT_AWARD | WEX Inc. | 1,567 | 0.00 USD | deriv |
| 09 May 2025 | EXERCISE | WEX Inc. | 960 | 0.00 USD | |
| 09 May 2025 | EXERCISE | WEX Inc. | 960 | 0.00 USD | deriv |
| 08 Apr 2025 | GRANT_AWARD | WEX Inc. | 167 | — | |
| 07 Jan 2025 | GRANT_AWARD | WEX Inc. | 149 | — | |
| 04 Oct 2024 | GRANT_AWARD | WEX Inc. | 125 | — | |
| 03 Jul 2024 | GRANT_AWARD | WEX Inc. | 148 | — | |
| 11 May 2024 | EXERCISE | WEX Inc. | 1,147 | 0.00 USD | |
| 11 May 2024 | EXERCISE | WEX Inc. | 1,147 | 0.00 USD | deriv |
| 09 May 2024 | GRANT_AWARD | WEX Inc. | 960 | 0.00 USD | deriv |
| 04 Apr 2024 | GRANT_AWARD | WEX Inc. | 110 | — | |
| 23 Jan 2024 | GRANT_AWARD | WEX Inc. | 134 | — | |
| 13 Oct 2023 | GRANT_AWARD | WEX Inc. | 139 | — | |
| 13 Jul 2023 | GRANT_AWARD | WEX Inc. | 147 | — | |
| 12 May 2023 | EXERCISE | WEX Inc. | 1,030 | 0.00 USD | |
| 11 May 2023 | GRANT_AWARD | WEX Inc. | 1,147 | 0.00 USD | deriv |
| 12 May 2023 | EXERCISE | WEX Inc. | 1,030 | 0.00 USD | deriv |
| 11 Apr 2023 | GRANT_AWARD | WEX Inc. | 149 | — |