Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Oaktree Specialty Lending Corp | 44,663 | reported | 19 Mar 2021 | tx 2+44,663 |
| CHEVRON CORP | 20,333 | reported | 27 May 2026 | tx 19+33,554 |
| DAILY JOURNAL CORP | 115 | reported | 16 Dec 2025 | tx 3+115 |
| Fifth Street Senior Floating Rate Corp. | 0 | reported | 19 Mar 2021 | tx 2+11,876−11,876 |
| Oaktree Capital Group, LLC | 0 | reported | 30 Sept 2019 | tx 46+784,465−3,324,435 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 27 May 2026 | GRANT_AWARD | CHEVRON CORP | 1,272 | 0.00 USD | |
| 16 Dec 2025 | GRANT_AWARD | DAILY JOURNAL CORP | 50 | 0.00 USD | |
| 13 Dec 2024 | GRANT_AWARD | DAILY JOURNAL CORP | 44 | 0.00 USD | |
| 23 May 2024 | GRANT_AWARD | DAILY JOURNAL CORP | 21 | 0.00 USD | |
| 28 May 2025 | GRANT_AWARD | CHEVRON CORP | 1,704 | 0.00 USD | |
| 29 May 2024 | GRANT_AWARD | CHEVRON CORP | 1,477 | 0.00 USD | |
| 31 May 2023 | GRANT_AWARD | CHEVRON CORP | 1,534 | 0.00 USD | |
| 25 May 2022 | GRANT_AWARD | CHEVRON CORP | 1,303 | 0.00 USD | |
| 26 May 2021 | GRANT_AWARD | CHEVRON CORP | 2,166 | 0.00 USD | |
| 26 May 2021 | GRANT_AWARD | CHEVRON CORP | 2,410 | 0.00 USD | deriv |
| 19 Mar 2021 | GRANT_AWARD | Oaktree Specialty Lending Corp | 15,879 | — | |
| 19 Mar 2021 | OTHER | Fifth Street Senior Floating Rate Corp. | 11,876 | — | |
| 06 Nov 2020 | PURCHASE | CHEVRON CORP | 500 | 71.30 USD | |
| 27 May 2020 | GRANT_AWARD | CHEVRON CORP | 2,411 | 0.00 USD | |
| 27 May 2020 | GRANT_AWARD | CHEVRON CORP | 2,655 | 0.00 USD | deriv |
| 28 Feb 2020 | PURCHASE | CHEVRON CORP | 500 | 91.79 USD | |
| 27 Feb 2020 | PURCHASE | CHEVRON CORP | 500 | 95.98 USD | |
| 24 Feb 2020 | PURCHASE | CHEVRON CORP | 400 | 104.61 USD | |
| 06 Feb 2020 | PURCHASE | CHEVRON CORP | 500 | 109.85 USD | first after silence |
| 30 Sept 2019 | OTHER | Oaktree Capital Group, LLC | 41,667 | — | |
| 30 Sept 2019 | OTHER | Oaktree Capital Group, LLC | 14,759 | — | deriv |
| 30 Sept 2019 | OTHER | Oaktree Capital Group, LLC | 292,432 | — | deriv |
| 30 Sept 2019 | OTHER | Oaktree Capital Group, LLC | 1,179,717 | — | deriv |
| 30 Sept 2019 | OTHER | Oaktree Capital Group, LLC | 75,945 | — | deriv |
| 30 Sept 2019 | OTHER | Oaktree Capital Group, LLC | 99,043 | — | deriv |
1 purchase reported after at least 12 months of silence — most recent on 06 Feb 2020.