Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Block, Inc. | 90,760 | reported | 01 Jan 2019 | tx 2−3,783 |
| Oportun Financial Corp | 60,014 | reported | 18 Jul 2025 | tx 4+60,014 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 18 Jul 2025 | GRANT_AWARD | Oportun Financial Corp | 18,090 | — | |
| 13 Dec 2024 | PURCHASE | Oportun Financial Corp | 7,420 | 3.90 USD | |
| 26 Jun 2024 | GRANT_AWARD | Oportun Financial Corp | 26,687 | — | |
| 07 Feb 2024 | GRANT_AWARD | Oportun Financial Corp | 7,817 | — | |
| 01 Jan 2019 | TAX_WITHHOLDING | Block, Inc. | 64 | 56.09 USD | |
| 16 Dec 2018 | TAX_WITHHOLDING | Block, Inc. | 3,719 | 62.14 USD |