Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| AlTi Global, Inc. | 30,732.27 | reported | 19 Jun 2025 | tx 9+125,977.36−71,408.58 |
| Finance of America Companies Inc. | 5,094 | reported | 18 May 2026 | tx 17+374,148−137,377 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 May 2026 | EXERCISE | Finance of America Companies Inc. | 4,570 | — | |
| 15 May 2026 | EXERCISE | Finance of America Companies Inc. | 4,570 | 0.00 USD | deriv |
| 18 May 2026 | GRANT_AWARD | Finance of America Companies Inc. | 5,094 | 0.00 USD | deriv |
| 19 Jun 2025 | GRANT_AWARD | AlTi Global, Inc. | 30,732.27 | 0.00 USD | deriv |
| 13 Jun 2025 | EXERCISE | AlTi Global, Inc. | 22,312.37 | — | |
| 13 Jun 2025 | GRANT_AWARD | AlTi Global, Inc. | 22,312.37 | 0.00 USD | deriv |
| 19 May 2025 | GRANT_AWARD | Finance of America Companies Inc. | 4,570 | 0.00 USD | deriv |
| 13 May 2025 | EXERCISE | Finance of America Companies Inc. | 10,000 | — | |
| 13 May 2025 | EXERCISE | Finance of America Companies Inc. | 10,000 | 0.00 USD | deriv |
| 12 Dec 2024 | PURCHASE | Finance of America Companies Inc. | 4,300 | 25.61 USD | |
| 27 Jun 2024 | GRANT_AWARD | AlTi Global, Inc. | 22,312.37 | 0.00 USD | deriv |
| 25 Jun 2024 | EXERCISE | AlTi Global, Inc. | 18,363.94 | — | |
| 25 Jun 2024 | GRANT_AWARD | AlTi Global, Inc. | 18,363.94 | 0.00 USD | deriv |
| 13 May 2024 | EXERCISE | Finance of America Companies Inc. | 56,497 | — | |
| 13 May 2024 | GRANT_AWARD | Finance of America Companies Inc. | 100,000 | 0.00 USD | deriv |
| 13 May 2024 | EXERCISE | Finance of America Companies Inc. | 56,497 | 0.00 USD | deriv |
| 01 Mar 2024 | GRANT_AWARD | AlTi Global, Inc. | 18,363.94 | 0.00 USD | deriv |
| 08 Jun 2023 | EXERCISE | Finance of America Companies Inc. | 47,619 | — | |
| 08 Jun 2023 | EXERCISE | Finance of America Companies Inc. | 47,619 | 0.00 USD | deriv |
| 08 Jun 2023 | GRANT_AWARD | Finance of America Companies Inc. | 56,497 | 0.00 USD | deriv |
| 08 Jun 2022 | EXERCISE | Finance of America Companies Inc. | 18,691 | — | |
| 08 Jun 2022 | EXERCISE | Finance of America Companies Inc. | 18,691 | 0.00 USD | deriv |
| 09 Jun 2022 | GRANT_AWARD | Finance of America Companies Inc. | 47,619 | 0.00 USD | deriv |
| 18 Nov 2021 | GRANT_AWARD | Finance of America Companies Inc. | 18,691 | 0.00 USD | deriv |