Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| BNY MELLON HIGH YIELD STRATEGIES FUND | 220,000 | reported | 07 Apr 2025 | tx 63+281,000−141,859 |
| CBIZ, Inc. | 15,999 | reported | 05 Jun 2023 | tx 94+247,983−230,984 |
| BNY MELLON STRATEGIC MUNICIPAL BOND FUND, INC. | 10,000 | reported | 28 Jun 2004 | tx 4−6,200 |
| DREYFUS MUNICIPAL INCOME INC | 5,000 | reported | 28 Jun 2004 | tx 4−9,000 |
| LEVCOR INTERNATIONAL INC | 293 | reported | 20 Nov 2006 | tx 1−5,500 |
| SUNAIR SERVICES CORP | 0 | reported | 16 Dec 2009 | tx 26+75,000−75,000 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 04 Apr 2025 | PURCHASE | BNY MELLON HIGH YIELD STRATEGIES FUND | 10,000 | 2.38 USD | first after silence |
| 07 Apr 2025 | PURCHASE | BNY MELLON HIGH YIELD STRATEGIES FUND | 10,000 | 2.32 USD | |
| 05 Jun 2023 | SALE | CBIZ, Inc. | 5,000 | 52.35 USD | |
| 19 May 2023 | SALE | CBIZ, Inc. | 4,873 | 50.39 USD | |
| 17 May 2023 | SALE | CBIZ, Inc. | 5,000 | 50.28 USD | |
| 15 May 2023 | SALE | CBIZ, Inc. | 5,000 | 49.91 USD | |
| 15 May 2023 | SALE | CBIZ, Inc. | 5,000 | 49.74 USD | |
| 26 May 2022 | SALE | CBIZ, Inc. | 1,000 | 40.71 USD | |
| 27 May 2022 | SALE | CBIZ, Inc. | 1,000 | 41.33 USD | |
| 23 May 2022 | SALE | CBIZ, Inc. | 2,749 | 38.39 USD | |
| 09 May 2022 | GRANT_AWARD | CBIZ, Inc. | 3,004 | 0.00 USD | |
| 17 May 2021 | SALE | CBIZ, Inc. | 5,933 | 34.48 USD | |
| 12 May 2021 | GRANT_AWARD | CBIZ, Inc. | 3,738 | 0.00 USD | |
| 07 Jan 2021 | SALE | BNY MELLON HIGH YIELD STRATEGIES FUND | 50,000 | 2.95 USD | |
| 06 Jan 2021 | SALE | BNY MELLON HIGH YIELD STRATEGIES FUND | 20,000 | 2.95 USD | |
| 15 May 2020 | SALE | CBIZ, Inc. | 3,053 | 21.27 USD | |
| 14 May 2020 | GRANT_AWARD | CBIZ, Inc. | 5,759 | 0.00 USD | |
| 11 Mar 2020 | PURCHASE | BNY MELLON HIGH YIELD STRATEGIES FUND | 4,000 | 2.62 USD | |
| 09 Mar 2020 | PURCHASE | BNY MELLON HIGH YIELD STRATEGIES FUND | 1,000 | 2.68 USD | first after silence |
| 27 Feb 2020 | SALE | CBIZ, Inc. | 3,096 | 26.16 USD | |
| 08 May 2019 | GRANT_AWARD | CBIZ, Inc. | 0 | 0.00 USD | |
| 01 Mar 2019 | SALE | CBIZ, Inc. | 3,488 | 20.63 USD | |
| 21 Dec 2018 | PURCHASE | BNY MELLON HIGH YIELD STRATEGIES FUND | 15,000 | 2.56 USD | first after silence |
| 27 Apr 2018 | SALE | CBIZ, Inc. | 3,998 | 18.81 USD | |
| 27 Feb 2018 | SALE | CBIZ, Inc. | 4,698 | 18.56 USD |
6 purchases reported after at least 12 months of silence — most recent on 04 Apr 2025.