Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| National Bank Holdings Corp | 3,544 | reported | 01 Mar 2018 | tx 8+5,601−1,679 |
| CROSSFIRST BANKSHARES, INC. | 0 | reported | 01 Mar 2025 | tx 16+16,861−19,910 |
| WADDELL & REED FINANCIAL INC | 0 | reported | 30 Apr 2021 | tx 21+24,508−32,950 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 01 Mar 2025 | OTHER | CROSSFIRST BANKSHARES, INC. | 12,162 | — | |
| 01 Mar 2025 | OTHER | CROSSFIRST BANKSHARES, INC. | 100 | — | |
| 01 Mar 2025 | OTHER | CROSSFIRST BANKSHARES, INC. | 1,016 | 0.00 USD | deriv |
| 01 Mar 2025 | OTHER | CROSSFIRST BANKSHARES, INC. | 2,364 | 0.00 USD | deriv |
| 24 Feb 2025 | TAX_WITHHOLDING | CROSSFIRST BANKSHARES, INC. | 353 | 15.98 USD | |
| 24 Feb 2025 | TAX_WITHHOLDING | CROSSFIRST BANKSHARES, INC. | 410 | 15.98 USD | |
| 24 Feb 2025 | EXERCISE | CROSSFIRST BANKSHARES, INC. | 1,017 | — | |
| 24 Feb 2025 | EXERCISE | CROSSFIRST BANKSHARES, INC. | 1,182 | — | |
| 24 Feb 2025 | EXERCISE | CROSSFIRST BANKSHARES, INC. | 1,182 | 0.00 USD | deriv |
| 24 Feb 2025 | EXERCISE | CROSSFIRST BANKSHARES, INC. | 1,017 | 0.00 USD | deriv |
| 01 Mar 2024 | EXERCISE | CROSSFIRST BANKSHARES, INC. | 1,016 | — | |
| 01 Mar 2024 | TAX_WITHHOLDING | CROSSFIRST BANKSHARES, INC. | 290 | 12.69 USD | |
| 01 Mar 2024 | GRANT_AWARD | CROSSFIRST BANKSHARES, INC. | 3,546 | 0.00 USD | deriv |
| 01 Mar 2024 | EXERCISE | CROSSFIRST BANKSHARES, INC. | 1,016 | 0.00 USD | deriv |
| 03 May 2023 | PURCHASE | CROSSFIRST BANKSHARES, INC. | 10,000 | 9.75 USD | |
| 29 Mar 2023 | GRANT_AWARD | CROSSFIRST BANKSHARES, INC. | 100 | 1000.00 USD | |
| 30 Apr 2021 | OTHER | WADDELL & REED FINANCIAL INC | 7,821 | — | |
| 30 Apr 2021 | OTHER | WADDELL & REED FINANCIAL INC | 8,178 | — | deriv |
| 30 Apr 2021 | OTHER | WADDELL & REED FINANCIAL INC | 2,110 | — | deriv |
| 30 Apr 2021 | OTHER | WADDELL & REED FINANCIAL INC | 2,047 | — | deriv |
| 30 Apr 2021 | OTHER | WADDELL & REED FINANCIAL INC | 2,047 | — | deriv |
| 10 Mar 2021 | EXERCISE | WADDELL & REED FINANCIAL INC | 2,726 | — | deriv |
| 10 Mar 2021 | TAX_WITHHOLDING | WADDELL & REED FINANCIAL INC | 343 | 25.02 USD | |
| 10 Mar 2021 | TAX_WITHHOLDING | WADDELL & REED FINANCIAL INC | 2,726 | — | |
| 10 Mar 2021 | OTHER | WADDELL & REED FINANCIAL INC | 2,726 | 25.02 USD |