Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Victory Capital Holdings, Inc. | 273,137 | reported | 12 Jan 2026 | tx 29+236,231−119,860 |
| BANK OF AMERICA CORP /DE/ | 162,826 | reported | 01 Apr 2004 | tx 11+33,826.02−62,605 |
| Capital Bank Financial Corp. | 0 | reported | 25 Sept 2012 | tx 1 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 12 Jan 2026 | GRANT_AWARD | Victory Capital Holdings, Inc. | 525 | 68.93 USD | |
| 10 Oct 2025 | GRANT_AWARD | Victory Capital Holdings, Inc. | 549 | 65.98 USD | |
| 10 Jul 2025 | GRANT_AWARD | Victory Capital Holdings, Inc. | 547 | 66.24 USD | |
| 10 Apr 2025 | GRANT_AWARD | Victory Capital Holdings, Inc. | 670 | 54.06 USD | |
| 10 Jan 2025 | GRANT_AWARD | Victory Capital Holdings, Inc. | 468 | 61.36 USD | |
| 12 Nov 2024 | OTHER | Victory Capital Holdings, Inc. | 186,790 | 64.74 USD | |
| 10 Oct 2024 | GRANT_AWARD | Victory Capital Holdings, Inc. | 501 | 57.30 USD | |
| 10 Jul 2024 | GRANT_AWARD | Victory Capital Holdings, Inc. | 598 | 48.00 USD | |
| 10 Apr 2024 | GRANT_AWARD | Victory Capital Holdings, Inc. | 659 | 43.58 USD | |
| 10 Jan 2024 | GRANT_AWARD | Victory Capital Holdings, Inc. | 871 | 32.99 USD | |
| 10 Oct 2023 | GRANT_AWARD | Victory Capital Holdings, Inc. | 903 | 31.82 USD | |
| 10 Jul 2023 | GRANT_AWARD | Victory Capital Holdings, Inc. | 897 | 32.94 USD | |
| 10 Apr 2023 | GRANT_AWARD | Victory Capital Holdings, Inc. | 1,045 | 29.30 USD | |
| 10 Jan 2023 | GRANT_AWARD | Victory Capital Holdings, Inc. | 924 | 29.06 USD | |
| 10 Oct 2022 | GRANT_AWARD | Victory Capital Holdings, Inc. | 1,049 | 25.60 USD | |
| 11 Jul 2022 | GRANT_AWARD | Victory Capital Holdings, Inc. | 1,098 | 23.60 USD | |
| 11 Apr 2022 | GRANT_AWARD | Victory Capital Holdings, Inc. | 933 | 26.79 USD | |
| 10 Jan 2022 | GRANT_AWARD | Victory Capital Holdings, Inc. | 740 | 33.74 USD | |
| 29 Nov 2021 | OTHER | Victory Capital Holdings, Inc. | 15,288 | — | |
| 24 Nov 2021 | PURCHASE | Victory Capital Holdings, Inc. | 13,500 | 35.30 USD | |
| 23 Nov 2021 | CONVERSION | Victory Capital Holdings, Inc. | 2,333 | — | |
| 22 Nov 2021 | OTHER | Victory Capital Holdings, Inc. | 102,239 | — | |
| 23 Nov 2021 | PURCHASE | Victory Capital Holdings, Inc. | 14,341 | 34.90 USD | |
| 23 Nov 2021 | CONVERSION | Victory Capital Holdings, Inc. | 2,333 | — | deriv |
| 11 Oct 2021 | GRANT_AWARD | Victory Capital Holdings, Inc. | 693 | 36.03 USD | deriv |