Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| RYAN SPECIALTY HOLDINGS, INC. | 24,869 | reported | 03 Mar 2026 | tx 5+70,688−10,539 |
| WSFS FINANCIAL CORP | 11,544 | reported | 15 Apr 2023 | tx 9+17,543−1,202 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 03 Mar 2026 | GRANT_AWARD | RYAN SPECIALTY HOLDINGS, INC. | 24,869 | 0.00 USD | deriv |
| 01 Apr 2025 | PURCHASE | RYAN SPECIALTY HOLDINGS, INC. | 7,637 | — | |
| 01 Apr 2025 | TAX_WITHHOLDING | RYAN SPECIALTY HOLDINGS, INC. | 2,902 | 73.87 USD | |
| 01 Apr 2025 | EXERCISE | RYAN SPECIALTY HOLDINGS, INC. | 7,637 | 0.00 USD | deriv |
| 15 Mar 2024 | GRANT_AWARD | RYAN SPECIALTY HOLDINGS, INC. | 38,182 | 0.00 USD | deriv |
| 15 Apr 2023 | TAX_WITHHOLDING | WSFS FINANCIAL CORP | 499 | 36.69 USD | |
| 23 Feb 2023 | GRANT_AWARD | WSFS FINANCIAL CORP | 2,269 | 49.69 USD | |
| 27 Aug 2022 | TAX_WITHHOLDING | WSFS FINANCIAL CORP | 287 | 49.08 USD | |
| 15 Apr 2022 | TAX_WITHHOLDING | WSFS FINANCIAL CORP | 129 | 41.78 USD | |
| 24 Feb 2022 | GRANT_AWARD | WSFS FINANCIAL CORP | 5,332 | 0.00 USD | |
| 27 Aug 2021 | TAX_WITHHOLDING | WSFS FINANCIAL CORP | 287 | 46.10 USD | |
| 03 Mar 2021 | GRANT_AWARD | WSFS FINANCIAL CORP | 1,591 | 0.00 USD | |
| 03 Mar 2021 | GRANT_AWARD | WSFS FINANCIAL CORP | 5,007 | 0.00 USD | deriv |
| 27 Aug 2020 | GRANT_AWARD | WSFS FINANCIAL CORP | 3,344 | 0.00 USD |