Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| WINTRUST FINANCIAL CORP | 25,544 | reported | 20 Jul 2015 | tx 7+23,567−40,000 |
| TRICO BANCSHARES / | 7,461 | reported | 02 Dec 2025 | tx 158+166,932−99,966 |
| FIRSTSUN CAPITAL BANCORP | 5,902 | reported | 08 Jun 2026 | tx 5+5,902 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 08 Jun 2026 | GRANT_AWARD | FIRSTSUN CAPITAL BANCORP | 2,099 | 0.00 USD | |
| 01 Dec 2025 | TAX_WITHHOLDING | TRICO BANCSHARES / | 2,068 | 48.29 USD | |
| 01 Dec 2025 | EXERCISE | TRICO BANCSHARES / | 3,533 | — | |
| 02 Dec 2025 | OTHER | TRICO BANCSHARES / | 1,948 | 0.00 USD | deriv |
| 02 Dec 2025 | OTHER | TRICO BANCSHARES / | 5,379 | 0.00 USD | deriv |
| 01 Dec 2025 | EXERCISE | TRICO BANCSHARES / | 3,775 | 0.00 USD | deriv |
| 21 Oct 2025 | EXERCISE | TRICO BANCSHARES / | 1,385 | — | |
| 21 Oct 2025 | TAX_WITHHOLDING | TRICO BANCSHARES / | 810 | 42.33 USD | |
| 21 Oct 2025 | EXERCISE | TRICO BANCSHARES / | 1,385 | 0.00 USD | deriv |
| 12 Jun 2025 | EXERCISE | TRICO BANCSHARES / | 1,916 | — | |
| 12 Jun 2025 | TAX_WITHHOLDING | TRICO BANCSHARES / | 1,121 | 40.72 USD | |
| 12 Jun 2025 | EXERCISE | TRICO BANCSHARES / | 1,916 | 0.00 USD | deriv |
| 27 May 2025 | TAX_WITHHOLDING | TRICO BANCSHARES / | 635 | 40.27 USD | |
| 27 May 2025 | EXERCISE | TRICO BANCSHARES / | 1,085 | — | |
| 27 May 2025 | EXERCISE | TRICO BANCSHARES / | 1,085 | 0.00 USD | deriv |
| 07 May 2025 | PURCHASE | FIRSTSUN CAPITAL BANCORP | 1,000 | 35.25 USD | |
| 08 May 2025 | GRANT_AWARD | FIRSTSUN CAPITAL BANCORP | 1,753 | 0.00 USD | |
| 07 May 2025 | PURCHASE | FIRSTSUN CAPITAL BANCORP | 1,000 | 35.50 USD | |
| 23 Apr 2025 | GRANT_AWARD | FIRSTSUN CAPITAL BANCORP | 50 | 0.00 USD | |
| 28 Mar 2025 | GRANT_AWARD | TRICO BANCSHARES / | 2,268 | 0.00 USD | deriv |
| 28 Mar 2025 | GRANT_AWARD | TRICO BANCSHARES / | 2,268 | 0.00 USD | deriv |
| 03 Mar 2025 | TAX_WITHHOLDING | TRICO BANCSHARES / | 1,142 | 43.33 USD | |
| 03 Mar 2025 | EXERCISE | TRICO BANCSHARES / | 1,789 | — | |
| 03 Mar 2025 | EXERCISE | TRICO BANCSHARES / | 1,789 | 0.00 USD | deriv |
| 21 Oct 2024 | TAX_WITHHOLDING | TRICO BANCSHARES / | 783 | 43.26 USD |