Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Circle Internet Group, Inc. | 154,346 | reported | 15 May 2026 | tx 34+618,087−1,385,069 |
| GREEN DOT CORP | 33,693 | reported | 25 May 2023 | tx 17+58,481−24,788 |
| Customers Bancorp, Inc. | 6,900 | reported | 17 Mar 2025 | tx 10+6,900 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 May 2026 | GRANT_AWARD | Circle Internet Group, Inc. | 2,018 | 0.00 USD | |
| 06 May 2026 | EXERCISE | Circle Internet Group, Inc. | 3,819 | 0.08 USD | 10b5-1 |
| 06 May 2026 | SALE | Circle Internet Group, Inc. | 3,819 | 115.00 USD | 10b5-1 |
| 06 May 2026 | EXERCISE | Circle Internet Group, Inc. | 3,819 | 0.00 USD | 10b5-1deriv |
| 12 Mar 2026 | SALE | Circle Internet Group, Inc. | 3,819 | 113.00 USD | |
| 12 Mar 2026 | EXERCISE | Circle Internet Group, Inc. | 3,819 | 0.08 USD | |
| 12 Mar 2026 | EXERCISE | Circle Internet Group, Inc. | 3,819 | 0.00 USD | deriv |
| 26 Feb 2026 | SALE | Circle Internet Group, Inc. | 23,254 | 89.62 USD | |
| 24 Nov 2025 | SALE | Circle Internet Group, Inc. | 20,000 | 72.22 USD | |
| 24 Nov 2025 | SALE | Circle Internet Group, Inc. | 127,247 | 72.29 USD | |
| 20 Nov 2025 | SALE | Circle Internet Group, Inc. | 5,000 | 70.89 USD | |
| 20 Nov 2025 | SALE | Circle Internet Group, Inc. | 2,000 | 70.91 USD | |
| 21 Nov 2025 | GIFT | Circle Internet Group, Inc. | 8,254 | — | |
| 21 Nov 2025 | GIFT | Circle Internet Group, Inc. | 8,254 | — | |
| 17 Nov 2025 | SALE | Circle Internet Group, Inc. | 36,400 | 75.62 USD | |
| 19 Nov 2025 | SALE | Circle Internet Group, Inc. | 1 | 67.80 USD | anomaly |
| 18 Nov 2025 | OTHER | Circle Internet Group, Inc. | 157,662 | — | |
| 13 Nov 2025 | SALE | Circle Internet Group, Inc. | 28,000 | 85.04 USD | |
| 13 Nov 2025 | SALE | Circle Internet Group, Inc. | 9,500 | 86.16 USD | |
| 14 Nov 2025 | SALE | Circle Internet Group, Inc. | 63,622 | 84.73 USD | |
| 14 Nov 2025 | SALE | Circle Internet Group, Inc. | 127,245 | 83.00 USD | |
| 13 Nov 2025 | SALE | Circle Internet Group, Inc. | 54,600 | 85.50 USD | |
| 13 Nov 2025 | SALE | Circle Internet Group, Inc. | 8,000 | 86.19 USD | |
| 18 Aug 2025 | SALE | Circle Internet Group, Inc. | 18,746 | 127.08 USD | |
| 18 Aug 2025 | SALE | Circle Internet Group, Inc. | 15,431 | 127.08 USD |