Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| WisdomTree, Inc. | 77,368 | reported | 17 Jun 2025 | tx 5+70,072 |
| SKYWEST INC | 15,750 | reported | 05 May 2026 | tx 6+15,750 |
| MCGRATH RENTCORP | 7,800 | reported | 27 Feb 2026 | tx 17+13,300−5,500 |
| SS&C Technologies Holdings Inc | 0 | reported | 20 May 2026 | tx 27+127,838−106,504 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 20 May 2026 | EXERCISE | SS&C Technologies Holdings Inc | 2,580 | — | |
| 20 May 2026 | EXERCISE | SS&C Technologies Holdings Inc | 2,580 | 0.00 USD | deriv |
| 20 May 2026 | GRANT_AWARD | SS&C Technologies Holdings Inc | 3,200 | 0.00 USD | deriv |
| 05 May 2026 | GRANT_AWARD | SKYWEST INC | 1,219 | 0.00 USD | |
| 27 Feb 2026 | GRANT_AWARD | MCGRATH RENTCORP | 1,300 | 0.00 USD | |
| 17 Jun 2025 | GRANT_AWARD | WisdomTree, Inc. | 9,871 | 0.00 USD | |
| 21 May 2025 | EXERCISE | SS&C Technologies Holdings Inc | 3,348 | — | |
| 21 May 2025 | EXERCISE | SS&C Technologies Holdings Inc | 3,348 | 0.00 USD | deriv |
| 21 May 2025 | GRANT_AWARD | SS&C Technologies Holdings Inc | 2,547 | 0.00 USD | deriv |
| 06 May 2025 | GRANT_AWARD | SKYWEST INC | 1,255 | 0.00 USD | |
| 01 Apr 2025 | EXERCISE | MCGRATH RENTCORP | 1,000 | 0.00 USD | |
| 01 Apr 2025 | EXERCISE | MCGRATH RENTCORP | 1,000 | 0.00 USD | deriv |
| 21 Feb 2025 | GRANT_AWARD | MCGRATH RENTCORP | 1,000 | 0.00 USD | |
| 13 Aug 2024 | SALE | SS&C Technologies Holdings Inc | 42,500 | 70.82 USD | |
| 13 Aug 2024 | EXERCISE | SS&C Technologies Holdings Inc | 42,500 | 36.94 USD | |
| 13 Aug 2024 | SALE | SS&C Technologies Holdings Inc | 6,000 | 70.82 USD | |
| 13 Aug 2024 | EXERCISE | SS&C Technologies Holdings Inc | 6,000 | 30.45 USD | |
| 13 Aug 2024 | EXERCISE | SS&C Technologies Holdings Inc | 6,000 | 0.00 USD | deriv |
| 13 Aug 2024 | EXERCISE | SS&C Technologies Holdings Inc | 42,500 | 0.00 USD | deriv |
| 12 Jun 2024 | GRANT_AWARD | WisdomTree, Inc. | 10,152 | 0.00 USD | |
| 29 May 2024 | EXERCISE | SS&C Technologies Holdings Inc | 3,576 | — | |
| 29 May 2024 | EXERCISE | SS&C Technologies Holdings Inc | 3,576 | 0.00 USD | deriv |
| 29 May 2024 | GRANT_AWARD | SS&C Technologies Holdings Inc | 3,304 | 0.00 USD | deriv |
| 01 Apr 2024 | EXERCISE | MCGRATH RENTCORP | 1,200 | 0.00 USD | |
| 01 Apr 2024 | EXERCISE | MCGRATH RENTCORP | 1,200 | 0.00 USD | deriv |
1 purchase reported after at least 12 months of silence — most recent on 26 Feb 2020.