Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| TRUIST FINANCIAL CORP | 363,441.61 | reported | 13 Sept 2024 | tx 82+1,080,820.58−726,378.58 |
| DELUXE CORP | 11,385 | reported | 23 Apr 2026 | tx 5+27,020−10,349 |
| SUNTRUST BANKS INC | 0 | reported | 06 Dec 2019 | tx 62+402,059.89−630,535.15 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 23 Apr 2026 | EXERCISE | DELUXE CORP | 10,349 | 0.00 USD | |
| 23 Apr 2026 | GRANT_AWARD | DELUXE CORP | 5,286 | 0.00 USD | deriv |
| 23 Apr 2026 | EXERCISE | DELUXE CORP | 10,349 | 0.00 USD | deriv |
| 13 Mar 2026 | GRANT_AWARD | DELUXE CORP | 1,036 | 26.56 USD | |
| 24 Apr 2025 | GRANT_AWARD | DELUXE CORP | 10,349 | 0.00 USD | deriv |
| 13 Sept 2024 | TAX_WITHHOLDING | TRUIST FINANCIAL CORP | 4,378 | 41.84 USD | |
| 13 Sept 2024 | EXERCISE | TRUIST FINANCIAL CORP | 9,961 | 0.00 USD | |
| 15 Mar 2024 | TAX_WITHHOLDING | TRUIST FINANCIAL CORP | 15,971 | 34.86 USD | |
| 26 Feb 2024 | GRANT_AWARD | TRUIST FINANCIAL CORP | 5,478 | 0.00 USD | |
| 26 Feb 2024 | GRANT_AWARD | TRUIST FINANCIAL CORP | 6,648 | 0.00 USD | |
| 26 Feb 2024 | GRANT_AWARD | TRUIST FINANCIAL CORP | 8,278 | 0.00 USD | |
| 26 Feb 2024 | GRANT_AWARD | TRUIST FINANCIAL CORP | 17,010 | 0.00 USD | |
| 08 Dec 2023 | GRANT_AWARD | TRUIST FINANCIAL CORP | 1,475 | 0.00 USD | |
| 08 Dec 2023 | TAX_WITHHOLDING | TRUIST FINANCIAL CORP | 1,475 | 32.14 USD | |
| 15 Sept 2023 | EXERCISE | TRUIST FINANCIAL CORP | 9,961 | 0.00 USD | |
| 15 Sept 2023 | TAX_WITHHOLDING | TRUIST FINANCIAL CORP | 4,403 | 29.00 USD | |
| 15 Mar 2023 | TAX_WITHHOLDING | TRUIST FINANCIAL CORP | 18,845 | 32.10 USD | |
| 27 Feb 2023 | GRANT_AWARD | TRUIST FINANCIAL CORP | 30,508 | 0.00 USD | |
| 27 Feb 2023 | GRANT_AWARD | TRUIST FINANCIAL CORP | 6,649 | 0.00 USD | |
| 27 Feb 2023 | GRANT_AWARD | TRUIST FINANCIAL CORP | 5,477 | 0.00 USD | |
| 27 Jan 2023 | EXERCISE | TRUIST FINANCIAL CORP | 55,924 | 21.17 USD | |
| 27 Jan 2023 | SALE | TRUIST FINANCIAL CORP | 35,229 | 49.06 USD | |
| 27 Jan 2023 | EXERCISE | TRUIST FINANCIAL CORP | 55,924 | 0.00 USD | deriv |
| 01 Oct 2022 | TAX_WITHHOLDING | TRUIST FINANCIAL CORP | 39,489 | 43.54 USD | |
| 01 Oct 2022 | EXERCISE | TRUIST FINANCIAL CORP | 88,858.08 | 43.54 USD |