Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Axos Financial, Inc. | 3,615 | reported | 14 Nov 2025 | tx 23+48,193−33,430 |
| Wheeler Real Estate Investment Trust, Inc. | 1,800 | reported | 02 Jun 2021 | tx 1+1,800 |
| Braemar Hotels & Resorts Inc. | 0 | reported | 18 Jun 2025 | tx 19+104,324−3,489 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 14 Nov 2025 | OTHER | Axos Financial, Inc. | 2,144 | 79.12 USD | |
| 14 Nov 2025 | EXERCISE | Axos Financial, Inc. | 4,289 | 79.12 USD | |
| 14 Nov 2025 | GRANT_AWARD | Axos Financial, Inc. | 3,615 | 0.00 USD | deriv |
| 14 Nov 2025 | EXERCISE | Axos Financial, Inc. | 4,289 | 0.00 USD | deriv |
| 18 Jun 2025 | GRANT_AWARD | Braemar Hotels & Resorts Inc. | 3,489 | 0.00 USD | |
| 18 Jun 2025 | OTHER | Braemar Hotels & Resorts Inc. | 3,489 | 0.00 USD | deriv |
| 14 Nov 2024 | GRANT_AWARD | Axos Financial, Inc. | 4,289 | 0.00 USD | deriv |
| 31 Aug 2024 | EXERCISE | Axos Financial, Inc. | 2,000 | 69.43 USD | |
| 31 Aug 2024 | EXERCISE | Axos Financial, Inc. | 6,000 | 69.43 USD | |
| 31 Aug 2024 | OTHER | Axos Financial, Inc. | 2,999 | 69.43 USD | |
| 31 Aug 2024 | OTHER | Axos Financial, Inc. | 999 | 69.43 USD | |
| 31 Aug 2024 | EXERCISE | Axos Financial, Inc. | 2,000 | 0.00 USD | deriv |
| 31 Aug 2024 | EXERCISE | Axos Financial, Inc. | 6,000 | 0.00 USD | deriv |
| 15 May 2024 | GRANT_AWARD | Braemar Hotels & Resorts Inc. | 14,925 | 0.00 USD | deriv |
| 31 Aug 2023 | EXERCISE | Axos Financial, Inc. | 2,000 | 43.09 USD | |
| 31 Aug 2023 | OTHER | Axos Financial, Inc. | 999 | 43.09 USD | |
| 31 Aug 2023 | GRANT_AWARD | Axos Financial, Inc. | 6,000 | 0.00 USD | deriv |
| 31 Aug 2023 | EXERCISE | Axos Financial, Inc. | 2,000 | 0.00 USD | deriv |
| 15 Aug 2023 | EXERCISE | Axos Financial, Inc. | 6,000 | 41.42 USD | |
| 15 Aug 2023 | OTHER | Axos Financial, Inc. | 3,000 | 41.42 USD | |
| 15 Aug 2023 | EXERCISE | Axos Financial, Inc. | 6,000 | 0.00 USD | deriv |
| 10 May 2023 | GRANT_AWARD | Braemar Hotels & Resorts Inc. | 14,925 | 0.00 USD | |
| 01 Sept 2022 | SALE | Axos Financial, Inc. | 1,000 | 40.63 USD | |
| 31 Aug 2022 | EXERCISE | Axos Financial, Inc. | 2,000 | 41.78 USD | |
| 31 Aug 2022 | EXERCISE | Axos Financial, Inc. | 2,000 | 0.00 USD | deriv |
1 purchase reported after at least 12 months of silence — most recent on 02 Jun 2021.