Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Stitch Fix, Inc. | 495,968 | reported | 14 Jun 2023 | tx 9+1,743,255−85,117 |
| WEX Inc. | 15,159 | reported | 17 Mar 2026 | tx 37+73,174−33,187 |
| BLACKHAWK NETWORK HOLDINGS, INC | 0 | reported | 15 Jun 2018 | tx 8+172,099−173,571 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 17 Mar 2026 | TAX_WITHHOLDING | WEX Inc. | 628 | 156.79 USD | |
| 17 Mar 2026 | EXERCISE | WEX Inc. | 1,333 | 0.00 USD | |
| 17 Mar 2026 | TAX_WITHHOLDING | WEX Inc. | 661 | 156.79 USD | |
| 17 Mar 2026 | EXERCISE | WEX Inc. | 1,265 | 0.00 USD | |
| 17 Mar 2026 | EXERCISE | WEX Inc. | 1,265 | 0.00 USD | deriv |
| 17 Mar 2026 | EXERCISE | WEX Inc. | 1,333 | 0.00 USD | deriv |
| 16 Mar 2026 | GRANT_AWARD | WEX Inc. | 7,654 | 0.00 USD | deriv |
| 16 Mar 2026 | GRANT_AWARD | WEX Inc. | 10,205 | 0.00 USD | deriv |
| 15 Mar 2026 | EXERCISE | WEX Inc. | 537 | 0.00 USD | |
| 15 Mar 2026 | TAX_WITHHOLDING | WEX Inc. | 267 | 159.95 USD | |
| 15 Mar 2026 | TAX_WITHHOLDING | WEX Inc. | 2,926 | 159.95 USD | |
| 15 Mar 2026 | EXERCISE | WEX Inc. | 6,420 | 0.00 USD | |
| 15 Mar 2026 | TAX_WITHHOLDING | WEX Inc. | 261 | 159.95 USD | |
| 15 Mar 2026 | EXERCISE | WEX Inc. | 753 | 0.00 USD | |
| 15 Mar 2026 | EXERCISE | WEX Inc. | 537 | 0.00 USD | deriv |
| 15 Mar 2026 | EXERCISE | WEX Inc. | 6,420 | 0.00 USD | deriv |
| 15 Mar 2026 | EXERCISE | WEX Inc. | 753 | 0.00 USD | deriv |
| 23 Feb 2026 | TAX_WITHHOLDING | WEX Inc. | 1,417 | 151.67 USD | |
| 23 Feb 2026 | GRANT_AWARD | WEX Inc. | 3,994 | 151.67 USD | |
| 13 Feb 2026 | GRANT_AWARD | WEX Inc. | 6,420 | 0.00 USD | deriv |
| 15 Dec 2025 | TAX_WITHHOLDING | WEX Inc. | 2,161 | 153.78 USD | |
| 15 Dec 2025 | EXERCISE | WEX Inc. | 5,305 | 0.00 USD | |
| 15 Dec 2025 | EXERCISE | WEX Inc. | 5,305 | 0.00 USD | deriv |
| 15 Mar 2025 | TAX_WITHHOLDING | WEX Inc. | 373 | 154.09 USD | |
| 15 Mar 2025 | EXERCISE | WEX Inc. | 507 | 0.00 USD |