Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| SouthState Bank Corp | 7,000 | reported | 03 May 2019 | tx 8+39,262−32,262 |
| AH Realty Trust, Inc. | 4,645 | reported | 03 Jul 2025 | tx 21+86,551−4,645 |
| Park Sterling Corp | 0 | reported | 30 Nov 2017 | tx 27+466,127−899,984 |
4 purchases reported after at least 12 months of silence — most recent on 26 Sept 2024.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 03 Jul 2025 | EXERCISE | AH Realty Trust, Inc. | 4,645 | 0.00 USD | deriv |
| 03 Jul 2025 | EXERCISE | AH Realty Trust, Inc. | 4,645 | 0.00 USD | deriv |
| 18 Jun 2025 | GRANT_AWARD | AH Realty Trust, Inc. | 7,938 | 0.00 USD | deriv |
| 26 Sept 2024 | PURCHASE | AH Realty Trust, Inc. | 4,761 | 10.50 USD | first after silence |
| 01 Jul 2024 | GRANT_AWARD | AH Realty Trust, Inc. | 4,981 | 0.00 USD | deriv |
| 28 Jun 2023 | GRANT_AWARD | AH Realty Trust, Inc. | 4,645 | 0.00 USD | deriv |
| 05 Oct 2022 | PURCHASE | AH Realty Trust, Inc. | 7,000 | 22.33 USD | first after silence |
| 15 Jun 2022 | GRANT_AWARD | AH Realty Trust, Inc. | 2,998 | 0.00 USD | |
| 16 Jun 2021 | GRANT_AWARD | AH Realty Trust, Inc. | 2,921 | 0.00 USD | |
| 19 Jun 2020 | GRANT_AWARD | AH Realty Trust, Inc. | 3,134 | 0.00 USD | |
| 13 Mar 2020 | PURCHASE | AH Realty Trust, Inc. | 1,000 | 11.69 USD | |
| 16 Mar 2020 | PURCHASE | AH Realty Trust, Inc. | 19,000 | 10.34 USD | |
| 18 Jun 2019 | PURCHASE | AH Realty Trust, Inc. | 5,000 | 25.00 USD | first after silence |
| 12 Jun 2019 | GRANT_AWARD | AH Realty Trust, Inc. | 1,489 | 0.00 USD | |
| 03 May 2019 | SALE | SouthState Bank Corp | 1,785 | 75.96 USD | |
| 13 Jun 2018 | GRANT_AWARD | AH Realty Trust, Inc. | 1,717 | 0.00 USD | |
| 07 Jun 2018 | SALE | SouthState Bank Corp | 2,715 | 92.90 USD | |
| 31 Jan 2018 | SALE | SouthState Bank Corp | 11,507 | 88.52 USD | |
| 06 Dec 2017 | SALE | SouthState Bank Corp | 5,471 | 89.01 USD | |
| 06 Dec 2017 | SALE | SouthState Bank Corp | 10,784 | 89.01 USD | |
| 30 Nov 2017 | OTHER | Park Sterling Corp | 222,157 | — | |
| 30 Nov 2017 | OTHER | Park Sterling Corp | 77,032 | — | |
| 30 Nov 2017 | OTHER | Park Sterling Corp | 167,673 | — | deriv |
| 30 Nov 2017 | GRANT_AWARD | SouthState Bank Corp | 10,784 | 92.05 USD | |
| 30 Nov 2017 | GRANT_AWARD | SouthState Bank Corp | 24,696 | 92.05 USD |