Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Western Union CO | 101,764 | reported | 30 Jun 2010 | tx 6+252,709−7,680 |
| Xometry, Inc. | 32,959 | reported | 10 Mar 2026 | tx 9+30,687 |
| TEXAS CAPITAL BANCSHARES INC/TX | 1,092 | reported | 28 Apr 2026 | tx 4+4,432−1,670 |
| WACHOVIA CORP NEW | 0 | reported | 31 Dec 2008 | tx 23+118,083−265,054.36 |
| STANCORP FINANCIAL GROUP INC | 0 | reported | 07 Mar 2016 | tx 6+3,912−3,912 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 28 Apr 2026 | GRANT_AWARD | TEXAS CAPITAL BANCSHARES INC/TX | 1,092 | 0.00 USD | deriv |
| 22 Apr 2026 | EXERCISE | TEXAS CAPITAL BANCSHARES INC/TX | 1,670 | 0.00 USD | |
| 22 Apr 2026 | EXERCISE | TEXAS CAPITAL BANCSHARES INC/TX | 1,670 | 0.00 USD | deriv |
| 10 Mar 2026 | GRANT_AWARD | Xometry, Inc. | 3,681 | 0.00 USD | |
| 22 Apr 2025 | GRANT_AWARD | TEXAS CAPITAL BANCSHARES INC/TX | 1,670 | 0.00 USD | deriv |
| 11 Mar 2025 | GRANT_AWARD | Xometry, Inc. | 5,689 | 0.00 USD | |
| 27 Feb 2024 | GRANT_AWARD | Xometry, Inc. | 5,416 | 0.00 USD | |
| 27 Feb 2024 | GRANT_AWARD | Xometry, Inc. | 1,748 | 0.00 USD | |
| 21 Mar 2023 | GRANT_AWARD | Xometry, Inc. | 2,018 | — | |
| 21 Mar 2023 | GRANT_AWARD | Xometry, Inc. | 7,041 | — | |
| 15 Mar 2022 | GRANT_AWARD | Xometry, Inc. | 3,729 | 0.00 USD | |
| 15 Mar 2022 | GRANT_AWARD | Xometry, Inc. | 1,090 | 0.00 USD | |
| 20 Jul 2021 | GRANT_AWARD | Xometry, Inc. | 275 | — | |
| 07 Mar 2016 | TENDER | STANCORP FINANCIAL GROUP INC | 1,279 | 115.00 USD | |
| 07 Mar 2016 | TENDER | STANCORP FINANCIAL GROUP INC | 1,354 | 115.00 USD | deriv |
| 08 May 2015 | EXERCISE | STANCORP FINANCIAL GROUP INC | 1,279 | 0.00 USD | |
| 08 May 2015 | EXERCISE | STANCORP FINANCIAL GROUP INC | 1,279 | 0.00 USD | deriv |
| 11 May 2015 | GRANT_AWARD | STANCORP FINANCIAL GROUP INC | 1,354 | 0.00 USD | deriv |
| 22 Jul 2014 | GRANT_AWARD | STANCORP FINANCIAL GROUP INC | 1,279 | 0.00 USD | deriv |
| 30 Jun 2010 | TAX_WITHHOLDING | Western Union CO | 7,680 | 14.91 USD | |
| 24 Feb 2010 | GRANT_AWARD | Western Union CO | 29,167 | 0.00 USD | |
| 24 Feb 2010 | GRANT_AWARD | Western Union CO | 85,004 | 0.00 USD | deriv |
| 27 Apr 2009 | GRANT_AWARD | Western Union CO | 29,586 | 0.00 USD | |
| 27 Apr 2009 | GRANT_AWARD | Western Union CO | 50,691 | 0.00 USD | |
| 27 Apr 2009 | GRANT_AWARD | Western Union CO | 58,261 | 0.00 USD | deriv |