Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| INFOSPACE INC | 101,104 | reported | 18 Dec 2022 | tx 24+291,967−28,220 |
| H&R BLOCK INC | 42,821.87 | reported | 05 Jan 2026 | tx 6+44,304−2,045 |
| JACK HENRY & ASSOCIATES INC | 1,220 | reported | 17 Nov 2025 | tx 16+10,788−4,784 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 05 Jan 2026 | GRANT_AWARD | H&R BLOCK INC | 17,216 | 0.00 USD | |
| 17 Nov 2025 | GRANT_AWARD | JACK HENRY & ASSOCIATES INC | 1,220 | 0.00 USD | deriv |
| 11 Nov 2025 | EXERCISE | JACK HENRY & ASSOCIATES INC | 1,159 | 0.00 USD | deriv |
| 11 Nov 2025 | EXERCISE | JACK HENRY & ASSOCIATES INC | 1,159 | 0.00 USD | deriv |
| 31 Aug 2025 | TAX_WITHHOLDING | H&R BLOCK INC | 1,114 | 50.35 USD | |
| 31 Aug 2025 | GRANT_AWARD | H&R BLOCK INC | 11,818 | 0.00 USD | |
| 03 Jun 2025 | TAX_WITHHOLDING | H&R BLOCK INC | 931 | 58.91 USD | |
| 15 Nov 2024 | GRANT_AWARD | JACK HENRY & ASSOCIATES INC | 1,159 | 0.00 USD | deriv |
| 11 Nov 2024 | EXERCISE | JACK HENRY & ASSOCIATES INC | 1,173 | 0.00 USD | deriv |
| 11 Nov 2024 | EXERCISE | JACK HENRY & ASSOCIATES INC | 1,173 | 0.00 USD | deriv |
| 31 Aug 2024 | GRANT_AWARD | H&R BLOCK INC | 8,293 | 0.00 USD | |
| 03 Jun 2024 | GRANT_AWARD | H&R BLOCK INC | 6,977 | 0.00 USD | |
| 17 Nov 2023 | GRANT_AWARD | JACK HENRY & ASSOCIATES INC | 1,173 | 0.00 USD | deriv |
| 13 Nov 2023 | EXERCISE | JACK HENRY & ASSOCIATES INC | 983 | 0.00 USD | deriv |
| 13 Nov 2023 | EXERCISE | JACK HENRY & ASSOCIATES INC | 983 | 0.00 USD | deriv |
| 18 Dec 2022 | TAX_WITHHOLDING | INFOSPACE INC | 4,306 | 22.59 USD | |
| 18 Dec 2022 | TAX_WITHHOLDING | INFOSPACE INC | 2,276 | 22.59 USD | |
| 18 Dec 2022 | TAX_WITHHOLDING | INFOSPACE INC | 1,792 | 22.59 USD | |
| 18 Dec 2022 | GRANT_AWARD | INFOSPACE INC | 4,555 | 0.00 USD | |
| 18 Dec 2022 | TAX_WITHHOLDING | INFOSPACE INC | 3,829 | 22.59 USD | |
| 18 Nov 2022 | GRANT_AWARD | JACK HENRY & ASSOCIATES INC | 983 | 0.00 USD | deriv |
| 14 Nov 2022 | EXERCISE | JACK HENRY & ASSOCIATES INC | 1,087 | — | |
| 14 Nov 2022 | EXERCISE | JACK HENRY & ASSOCIATES INC | 1,087 | 0.00 USD | deriv |
| 21 May 2022 | TAX_WITHHOLDING | INFOSPACE INC | 2,679 | 16.43 USD | |
| 09 Jan 2022 | TAX_WITHHOLDING | INFOSPACE INC | 1,408 | 16.99 USD |