Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Toll Brothers, Inc. | 15,268 | reported | 27 Aug 2025 | tx 196+1,127,465−998,226 |
| UNIVEST FINANCIAL Corp | 8,076 | reported | 31 Jan 2026 | tx 9+13,794−3,056 |
| CubeSmart | 4,044 | reported | 19 May 2026 | tx 1+4,044 |
| Essent Group Ltd. | 2,443 | reported | 07 May 2026 | tx 1+2,443 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 19 May 2026 | GRANT_AWARD | CubeSmart | 4,044 | 0.00 USD | |
| 07 May 2026 | GRANT_AWARD | Essent Group Ltd. | 2,443 | — | deriv |
| 31 Jan 2026 | EXERCISE | UNIVEST FINANCIAL Corp | 1,766 | 0.00 USD | |
| 31 Jan 2026 | EXERCISE | UNIVEST FINANCIAL Corp | 1,766 | 0.00 USD | deriv |
| 31 Jan 2026 | GRANT_AWARD | UNIVEST FINANCIAL Corp | 1,283 | 0.00 USD | deriv |
| 27 Aug 2025 | SALE | Toll Brothers, Inc. | 5,350 | 137.51 USD | |
| 31 Jan 2025 | EXERCISE | UNIVEST FINANCIAL Corp | 1,290 | 0.00 USD | |
| 31 Jan 2025 | GRANT_AWARD | UNIVEST FINANCIAL Corp | 1,399 | 0.00 USD | deriv |
| 31 Jan 2025 | EXERCISE | UNIVEST FINANCIAL Corp | 1,290 | 0.00 USD | deriv |
| 30 Dec 2024 | SALE | Toll Brothers, Inc. | 11,140 | 126.07 USD | |
| 21 Dec 2024 | EXERCISE | Toll Brothers, Inc. | 12,491 | 0.00 USD | |
| 21 Dec 2024 | TAX_WITHHOLDING | Toll Brothers, Inc. | 4,799 | 125.45 USD | |
| 19 Dec 2024 | GRANT_AWARD | Toll Brothers, Inc. | 9,268 | 0.00 USD | deriv |
| 21 Dec 2024 | EXERCISE | Toll Brothers, Inc. | 12,491 | 0.00 USD | deriv |
| 11 Dec 2024 | TAX_WITHHOLDING | Toll Brothers, Inc. | 2,210 | 145.60 USD | |
| 11 Dec 2024 | GRANT_AWARD | Toll Brothers, Inc. | 5,415 | 0.00 USD | |
| 11 Dec 2024 | GRANT_AWARD | Toll Brothers, Inc. | 8,025 | 0.00 USD | deriv |
| 01 Dec 2024 | TAX_WITHHOLDING | Toll Brothers, Inc. | 6,949 | 165.17 USD | |
| 01 Dec 2024 | EXERCISE | Toll Brothers, Inc. | 18,089 | 0.00 USD | |
| 01 Dec 2024 | EXERCISE | Toll Brothers, Inc. | 18,089 | 0.00 USD | deriv |
| 27 Sept 2024 | SALE | Toll Brothers, Inc. | 5,000 | 155.44 USD | |
| 30 Aug 2024 | SALE | Toll Brothers, Inc. | 17,752 | 143.09 USD | |
| 30 Aug 2024 | EXERCISE | Toll Brothers, Inc. | 22,673 | 31.61 USD | |
| 30 Aug 2024 | SALE | Toll Brothers, Inc. | 4,921 | 143.97 USD | |
| 30 Aug 2024 | EXERCISE | Toll Brothers, Inc. | 22,673 | 0.00 USD | deriv |