Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Chime Financial, Inc. | 309,795 | reported | 15 May 2026 | tx 35+1,265,044−1,029,222 |
| Evercore Inc. | 58,401 | reported | 24 Nov 2017 | tx 181+167,915−190,213 |
| GENESEE & WYOMING INC | 17,039 | reported | 02 Jun 2006 | tx 9+73,000−2,586 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 May 2026 | TAX_WITHHOLDING | Chime Financial, Inc. | 12,438 | 17.88 USD | |
| 12 Mar 2026 | GRANT_AWARD | Chime Financial, Inc. | 112,571 | 0.00 USD | |
| 12 Mar 2026 | GRANT_AWARD | Chime Financial, Inc. | 225,142 | 0.00 USD | deriv |
| 17 Feb 2026 | TAX_WITHHOLDING | Chime Financial, Inc. | 9,187 | 19.69 USD | |
| 09 Jan 2026 | SALE | Chime Financial, Inc. | 500 | 28.00 USD | |
| 09 Jan 2026 | EXERCISE | Chime Financial, Inc. | 500 | 16.56 USD | |
| 09 Jan 2026 | EXERCISE | Chime Financial, Inc. | 500 | 16.56 USD | deriv |
| 08 Jan 2026 | EXERCISE | Chime Financial, Inc. | 9,349 | 16.56 USD | |
| 08 Jan 2026 | SALE | Chime Financial, Inc. | 4,382 | 27.29 USD | |
| 08 Jan 2026 | EXERCISE | Chime Financial, Inc. | 9,349 | 16.56 USD | deriv |
| 11 Dec 2025 | EXERCISE | Chime Financial, Inc. | 500 | 16.56 USD | |
| 11 Dec 2025 | SALE | Chime Financial, Inc. | 500 | 27.00 USD | |
| 11 Dec 2025 | EXERCISE | Chime Financial, Inc. | 500 | 16.56 USD | deriv |
| 10 Dec 2025 | EXERCISE | Chime Financial, Inc. | 500 | 16.56 USD | |
| 10 Dec 2025 | SALE | Chime Financial, Inc. | 500 | 25.00 USD | |
| 10 Dec 2025 | EXERCISE | Chime Financial, Inc. | 500 | 16.56 USD | |
| 10 Dec 2025 | EXERCISE | Chime Financial, Inc. | 2,000 | 16.56 USD | |
| 10 Dec 2025 | SALE | Chime Financial, Inc. | 500 | 26.00 USD | |
| 10 Dec 2025 | EXERCISE | Chime Financial, Inc. | 500 | 16.56 USD | deriv |
| 10 Dec 2025 | EXERCISE | Chime Financial, Inc. | 2,000 | 16.56 USD | deriv |
| 10 Dec 2025 | EXERCISE | Chime Financial, Inc. | 500 | 16.56 USD | deriv |
| 08 Dec 2025 | EXERCISE | Chime Financial, Inc. | 6,000 | 16.56 USD | |
| 08 Dec 2025 | SALE | Chime Financial, Inc. | 6,760 | 23.84 USD | |
| 08 Dec 2025 | EXERCISE | Chime Financial, Inc. | 6,000 | 16.56 USD | deriv |
| 20 Nov 2025 | TAX_WITHHOLDING | Chime Financial, Inc. | 10,103 | 18.43 USD |