Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| POTBELLY CORP | 53,411 | reported | 12 Jun 2019 | tx 8+53,411 |
| Toast, Inc. | 14,530 | reported | 12 Mar 2026 | tx 23+139,240−132,672 |
| J M SMUCKER Co | 8,584.4 | reported | 01 Oct 2025 | tx 6+7,897 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 12 Mar 2026 | SALE | Toast, Inc. | 8,500 | 28.97 USD | |
| 01 Oct 2025 | GRANT_AWARD | J M SMUCKER Co | 1,566 | 0.00 USD | deriv |
| 13 Jun 2025 | GRANT_AWARD | Toast, Inc. | 5,256 | 0.00 USD | deriv |
| 06 Jun 2025 | SALE | Toast, Inc. | 7,500 | 44.00 USD | |
| 06 Jun 2025 | EXERCISE | Toast, Inc. | 9,712 | 0.00 USD | deriv |
| 06 Jun 2025 | EXERCISE | Toast, Inc. | 9,712 | 0.00 USD | deriv |
| 20 Nov 2024 | SALE | Toast, Inc. | 15,285 | 42.11 USD | |
| 01 Oct 2024 | GRANT_AWARD | J M SMUCKER Co | 1,320 | 0.00 USD | deriv |
| 06 Jun 2024 | EXERCISE | Toast, Inc. | 11,593 | 0.00 USD | |
| 06 Jun 2024 | GRANT_AWARD | Toast, Inc. | 9,712 | 0.00 USD | deriv |
| 06 Jun 2024 | EXERCISE | Toast, Inc. | 11,593 | 0.00 USD | deriv |
| 28 Jan 2024 | EXERCISE | Toast, Inc. | 7,645 | — | |
| 28 Jan 2024 | EXERCISE | Toast, Inc. | 7,645 | 0.00 USD | deriv |
| 02 Oct 2023 | GRANT_AWARD | J M SMUCKER Co | 1,317 | 0.00 USD | deriv |
| 08 Jun 2023 | GRANT_AWARD | Toast, Inc. | 11,593 | 0.00 USD | deriv |
| 02 Jun 2023 | EXERCISE | Toast, Inc. | 11,292 | 0.00 USD | |
| 02 Jun 2023 | EXERCISE | Toast, Inc. | 11,292 | 0.00 USD | deriv |
| 28 Jan 2023 | EXERCISE | Toast, Inc. | 7,640 | — | |
| 28 Jan 2023 | EXERCISE | Toast, Inc. | 7,640 | 0.00 USD | deriv |
| 03 Oct 2022 | GRANT_AWARD | J M SMUCKER Co | 1,146 | 0.00 USD | deriv |
| 02 Jun 2022 | GRANT_AWARD | Toast, Inc. | 11,292 | 0.00 USD | deriv |
| 28 Jan 2022 | EXERCISE | Toast, Inc. | 7,645 | — | |
| 28 Jan 2022 | EXERCISE | Toast, Inc. | 7,645 | 0.00 USD | deriv |
| 27 Oct 2021 | OTHER | Toast, Inc. | 22,930 | 0.00 USD | deriv |
| 27 Oct 2021 | OTHER | Toast, Inc. | 22,930 | 0.00 USD | deriv |