Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Paragon 28, Inc. | 218,619 | reported | 08 Mar 2024 | tx 7+459,950−9,313 |
| Aclarion, Inc. | 63,000 | reported | 22 Apr 2022 | tx 1+63,000 |
| AUDDIA INC. | 3,111 | reported | 16 Feb 2025 | tx 13+161,040−90,404 |
| Option Care Health, Inc. | 0 | reported | 16 May 2019 | tx 18+667,086−231,274 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 16 Feb 2025 | TAX_WITHHOLDING | AUDDIA INC. | 275 | 0.51 USD | |
| 16 Feb 2025 | EXERCISE | AUDDIA INC. | 915 | — | |
| 16 Feb 2025 | EXERCISE | AUDDIA INC. | 915 | 0.00 USD | deriv |
| 08 Mar 2024 | GRANT_AWARD | Paragon 28, Inc. | 108,346 | 0.00 USD | |
| 28 Feb 2024 | TAX_WITHHOLDING | Paragon 28, Inc. |
| 3,613 |
| 12.15 USD |
| 16 Feb 2024 | EXERCISE | AUDDIA INC. | 22,875 | — |
| 16 Feb 2024 | TAX_WITHHOLDING | AUDDIA INC. | 6,863 | 0.23 USD |
| 16 Feb 2024 | EXERCISE | AUDDIA INC. | 22,875 | 0.00 USD | deriv |
| 21 Oct 2023 | TAX_WITHHOLDING | Paragon 28, Inc. | 5,700 | 9.49 USD |
| 28 Feb 2023 | GRANT_AWARD | Paragon 28, Inc. | 39,050 | 0.00 USD |
| 16 Feb 2023 | EXERCISE | AUDDIA INC. | 22,875 | — |
| 16 Feb 2023 | TAX_WITHHOLDING | AUDDIA INC. | 6,863 | 1.08 USD |
| 16 Feb 2023 | EXERCISE | AUDDIA INC. | 22,875 | 0.00 USD | deriv |
| 21 Oct 2022 | GRANT_AWARD | Paragon 28, Inc. | 78,672 | 0.00 USD |
| 22 Apr 2022 | GRANT_AWARD | Aclarion, Inc. | 63,000 | 0.00 USD | deriv |
| 16 Feb 2022 | EXERCISE | AUDDIA INC. | 22,875 | — |
| 16 Feb 2022 | TAX_WITHHOLDING | AUDDIA INC. | 6,863 | 1.79 USD |
| 16 Feb 2022 | EXERCISE | AUDDIA INC. | 22,875 | 0.00 USD | deriv |
| 14 Oct 2021 | GRANT_AWARD | Paragon 28, Inc. | 155,210 | 0.00 USD | deriv |
| 11 Aug 2021 | GRANT_AWARD | AUDDIA INC. | 91,500 | 0.00 USD | deriv |
| 16 May 2019 | OTHER | Option Care Health, Inc. | 16,306 | 2.00 USD |
| 16 May 2019 | EXERCISE | Option Care Health, Inc. | 56,263 | 0.00 USD |
| 16 May 2019 | EXERCISE | Option Care Health, Inc. | 56,263 | 0.00 USD | deriv |
| 18 Apr 2019 | OTHER | Option Care Health, Inc. | 25,094 | 1.82 USD |
| 18 Apr 2019 | EXERCISE | Option Care Health, Inc. | 19,685 | 0.00 USD |