Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| CROSSFIRST BANKSHARES, INC. | 0 | reported | 01 Mar 2025 | tx 66+118,343−117,770 |
| WADDELL & REED FINANCIAL INC | 0 | reported | 30 Apr 2021 | tx 27+141,623−163,690 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 01 Mar 2025 | OTHER | CROSSFIRST BANKSHARES, INC. | 105 | — | |
| 01 Mar 2025 | OTHER | CROSSFIRST BANKSHARES, INC. | 33,244 | — | |
| 01 Mar 2025 | OTHER | CROSSFIRST BANKSHARES, INC. | 6,645 | 0.00 USD | deriv |
| 01 Mar 2025 | OTHER | CROSSFIRST BANKSHARES, INC. | 14,286 | — | deriv |
| 01 Mar 2025 | OTHER | CROSSFIRST BANKSHARES, INC. | 2,675 | 0.00 USD | deriv |
| 24 Feb 2025 | TAX_WITHHOLDING | CROSSFIRST BANKSHARES, INC. | 927 | 15.98 USD | |
| 24 Feb 2025 | GRANT_AWARD | CROSSFIRST BANKSHARES, INC. | 4,436 | — | |
| 24 Feb 2025 | EXERCISE | CROSSFIRST BANKSHARES, INC. | 1,796 | — | |
| 24 Feb 2025 | TAX_WITHHOLDING | CROSSFIRST BANKSHARES, INC. | 623 | 15.98 USD | |
| 24 Feb 2025 | EXERCISE | CROSSFIRST BANKSHARES, INC. | 2,674 | — | |
| 24 Feb 2025 | TAX_WITHHOLDING | CROSSFIRST BANKSHARES, INC. | 1,273 | 15.98 USD | |
| 24 Feb 2025 | EXERCISE | CROSSFIRST BANKSHARES, INC. | 3,323 | — | |
| 24 Feb 2025 | TAX_WITHHOLDING | CROSSFIRST BANKSHARES, INC. | 1,060 | 15.98 USD | |
| 24 Feb 2025 | GRANT_AWARD | CROSSFIRST BANKSHARES, INC. | 910 | — | |
| 24 Feb 2025 | TAX_WITHHOLDING | CROSSFIRST BANKSHARES, INC. | 267 | 15.98 USD | |
| 24 Feb 2025 | EXERCISE | CROSSFIRST BANKSHARES, INC. | 1,796 | 0.00 USD | deriv |
| 24 Feb 2025 | EXERCISE | CROSSFIRST BANKSHARES, INC. | 2,674 | 0.00 USD | deriv |
| 24 Feb 2025 | EXERCISE | CROSSFIRST BANKSHARES, INC. | 3,323 | 0.00 USD | deriv |
| 06 Nov 2024 | OTHER | CROSSFIRST BANKSHARES, INC. | 8,459 | 17.91 USD | |
| 06 Nov 2024 | TAX_WITHHOLDING | CROSSFIRST BANKSHARES, INC. | 662 | 17.91 USD | |
| 06 Nov 2024 | EXERCISE | CROSSFIRST BANKSHARES, INC. | 10,714 | 14.14 USD | |
| 06 Nov 2024 | EXERCISE | CROSSFIRST BANKSHARES, INC. | 3,571 | 0.00 USD | deriv |
| 06 Nov 2024 | EXERCISE | CROSSFIRST BANKSHARES, INC. | 3,572 | 0.00 USD | deriv |
| 06 Nov 2024 | EXERCISE | CROSSFIRST BANKSHARES, INC. | 3,571 | 0.00 USD | deriv |
| 28 Jul 2024 | EXERCISE | CROSSFIRST BANKSHARES, INC. | 1,667 | — |