Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Galaxy Digital Inc. | 80,064 | reported | 06 Aug 2025 | tx 1+5,419 |
| Strategy Inc | 3,600 | reported | 20 Jan 2026 | tx 9+11,691−686 |
| BROADSOFT INC | 0 | reported | 01 Feb 2018 | tx 3+5,022−5,640 |
| BLYTH INC | 0 | reported | 14 Oct 2015 | tx 3+1,800−4,500 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 20 Jan 2026 | PURCHASE | Strategy Inc | 1,000 | 99.49 USD | |
| 20 Dec 2025 | EXERCISE | Strategy Inc | 686 | — | |
| 20 Dec 2025 | EXERCISE | Strategy Inc | 686 | 0.00 USD | deriv |
| 21 Nov 2025 | PURCHASE | Strategy Inc | 1,100 | 95.28 USD | |
| 06 Aug 2025 | GRANT_AWARD | Galaxy Digital Inc. | 5,419 | — | |
| 29 Jul 2025 | PURCHASE | Strategy Inc | 1,500 | 90.00 USD | first after silence |
| 31 May 2025 | GRANT_AWARD | Strategy Inc | 545 | 0.00 USD | deriv |
| 31 May 2025 | GRANT_AWARD | Strategy Inc | 406 | 0.00 USD | deriv |
| 21 Jan 2025 | GRANT_AWARD | Strategy Inc | 3,709 | 0.00 USD | deriv |
| 21 Jan 2025 | GRANT_AWARD | Strategy Inc | 2,745 | 0.00 USD | deriv |
| 01 Feb 2018 | OTHER | BROADSOFT INC | 5,640 | 55.00 USD | |
| 05 Jan 2017 | GRANT_AWARD | BROADSOFT INC | 2,951 | 0.00 USD | |
| 01 Mar 2016 | GRANT_AWARD | BROADSOFT INC | 2,071 | 0.00 USD | |
| 14 Oct 2015 | TENDER | BLYTH INC | 4,500 | 6.00 USD | |
| 08 May 2015 | GRANT_AWARD | BLYTH INC | 1,500 | 0.00 USD | |
| 26 Sept 2012 | PURCHASE | BLYTH INC | 300 | 25.54 USD |
1 purchase reported after at least 12 months of silence — most recent on 29 Jul 2025.