Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| NeuroMetrix, Inc. | 76,183 | reported | 27 Jul 2004 | tx 6+3,333,811−5,442,249 |
| Caris Life Sciences, Inc. | 24,138 | reported | 26 Feb 2026 | tx 7+10,272,544−40,986,107 |
| RBC Bearings INC | 0 | reported | 12 Apr 2006 | tx 1−5,637,412 |
| CARESCIENCE INC | 0 | reported | 19 Sept 2003 | tx 2−2,639,948 |
| HERBALIFE LTD. | 0 | reported | 03 May 2007 | tx 2−17,694,238 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 26 Feb 2026 | GRANT_AWARD | Caris Life Sciences, Inc. | 5,509 | 20.06 USD | |
| 09 Jan 2026 | EXERCISE | Caris Life Sciences, Inc. | 2,500 | 18.60 USD | |
| 09 Jan 2026 | EXERCISE | Caris Life Sciences, Inc. | 2,500 | 0.00 USD | deriv |
| 27 Feb 2025 | GRANT_AWARD | Caris Life Sciences, Inc. | 16,129 | 0.00 USD | |
| 20 Jun 2025 | CONVERSION | Caris Life Sciences, Inc. | 10,245,906 | 0.00 USD | |
| 20 Jun 2025 | CONVERSION | Caris Life Sciences, Inc. | 40,983,607 | — | deriv |
| 27 Feb 2025 | GRANT_AWARD | Caris Life Sciences, Inc. | 2,500 | 0.00 USD | deriv |
| 03 May 2007 | OTHER | HERBALIFE LTD. | 146,142 | 0.00 USD | |
| 03 May 2007 | OTHER | HERBALIFE LTD. | 17,548,096 | 0.00 USD | |
| 12 Apr 2006 | SALE | RBC Bearings INC | 5,637,412 | 19.48 USD | |
| 27 Jul 2004 | CONVERSION | NeuroMetrix, Inc. | 3,161,664 | — | |
| 27 Jul 2004 | CONVERSION | NeuroMetrix, Inc. | 76,183 | — | |
| 27 Jul 2004 | CONVERSION | NeuroMetrix, Inc. | 95,964 | — | |
| 22 Jul 2004 | CONVERSION | NeuroMetrix, Inc. | 4,939,370 | — | deriv |
| 22 Jul 2004 | CONVERSION | NeuroMetrix, Inc. | 119,021 | — | deriv |
| 22 Jul 2004 | CONVERSION | NeuroMetrix, Inc. | 383,858 | — | deriv |
| 19 Sept 2003 | OTHER | CARESCIENCE INC | 2,577,831 | — | |
| 19 Sept 2003 | OTHER | CARESCIENCE INC | 62,117 | — |