Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| HERITAGE COMMERCE CORP | 9,639 | reported | 10 Mar 2026 | tx 12+74,237−16,621 |
| SVB FINANCIAL GROUP | 2,419 | reported | 03 May 2022 | tx 407+202,530−179,459 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 10 Mar 2026 | GRANT_AWARD | HERITAGE COMMERCE CORP | 139 | 0.00 USD | |
| 10 Mar 2026 | EXERCISE | HERITAGE COMMERCE CORP | 2,796 | 0.00 USD | |
| 10 Mar 2026 | EXERCISE | HERITAGE COMMERCE CORP | 2,796 | 0.00 USD | deriv |
| 05 Mar 2026 | GRANT_AWARD | HERITAGE COMMERCE CORP | 13,997 | 0.00 USD | deriv |
| 31 May 2025 | EXERCISE | HERITAGE COMMERCE CORP | 10,000 | 0.00 USD | |
| 02 Jun 2025 | OTHER | HERITAGE COMMERCE CORP | 325 | 9.15 USD | |
| 02 Jun 2025 | OTHER | HERITAGE COMMERCE CORP | 3,500 | 9.14 USD | |
| 31 May 2025 | GRANT_AWARD | HERITAGE COMMERCE CORP | 529 | 0.00 USD | |
| 10 Mar 2025 | GRANT_AWARD | HERITAGE COMMERCE CORP | 8,388 | 0.00 USD | deriv |
| 10 Mar 2025 | GRANT_AWARD | HERITAGE COMMERCE CORP | 8,388 | 0.00 USD | deriv |
| 31 May 2025 | EXERCISE | HERITAGE COMMERCE CORP | 10,000 | 0.00 USD | deriv |
| 31 May 2024 | GRANT_AWARD | HERITAGE COMMERCE CORP | 30,000 | 0.00 USD | deriv |
| 03 May 2022 | TAX_WITHHOLDING | SVB FINANCIAL GROUP | 37 | 512.62 USD | |
| 03 May 2022 | EXERCISE | SVB FINANCIAL GROUP | 78 | — | |
| 03 May 2022 | EXERCISE | SVB FINANCIAL GROUP | 78 | 0.00 USD | deriv |
| 01 May 2022 | TAX_WITHHOLDING | SVB FINANCIAL GROUP | 67 | 497.67 USD | |
| 01 May 2022 | TAX_WITHHOLDING | SVB FINANCIAL GROUP | 77 | 497.67 USD | |
| 01 May 2022 | EXERCISE | SVB FINANCIAL GROUP | 135 | — | |
| 01 May 2022 | EXERCISE | SVB FINANCIAL GROUP | 1,028 | — | |
| 01 May 2022 | EXERCISE | SVB FINANCIAL GROUP | 253 | — | |
| 01 May 2022 | EXERCISE | SVB FINANCIAL GROUP | 154 | — | |
| 01 May 2022 | TAX_WITHHOLDING | SVB FINANCIAL GROUP | 510 | 497.67 USD | |
| 01 May 2022 | TAX_WITHHOLDING | SVB FINANCIAL GROUP | 126 | 497.67 USD | |
| 01 May 2022 | EXERCISE | SVB FINANCIAL GROUP | 135 | 0.00 USD | deriv |
| 01 May 2022 | EXERCISE | SVB FINANCIAL GROUP | 1,028 | 0.00 USD | deriv |