Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| CITIGROUP INC | 670,027.4 | reported | 20 Jan 2009 | tx 40+891,122−322,780.29 |
| E TRADE FINANCIAL CORP | 556,746 | reported | 10 Feb 2012 | tx 6+1,165,845−7,733 |
| Regional Management Corp. | 142,048 | reported | 21 May 2026 | tx 30+214,843−20,347 |
| SoFi Technologies, Inc. | 63,704 | reported | 06 Feb 2026 | tx 26+1,881,200−603,736 |
| Mastercard Inc | 6,705 | reported | 22 Jun 2021 | tx 22+38,427−62,614 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 21 May 2026 | GRANT_AWARD | Regional Management Corp. | 3,829 | 0.00 USD | |
| 06 Feb 2026 | EXERCISE | SoFi Technologies, Inc. | 250,000 | 7.33 USD | |
| 06 Feb 2026 | SALE | SoFi Technologies, Inc. | 94,225 | 20.31 USD | |
| 06 Feb 2026 | EXERCISE | SoFi Technologies, Inc. | 250,000 | 0.00 USD | deriv |
| 26 Nov 2025 | OTHER | SoFi Technologies, Inc. | 384,000 | — | deriv |
| 25 Jul 2025 | GRANT_AWARD | SoFi Technologies, Inc. | 2,823 | 0.00 USD | deriv |
| 09 Jun 2025 | GRANT_AWARD | SoFi Technologies, Inc. | 5,149 | — | deriv |
| 10 Jun 2025 | GRANT_AWARD | SoFi Technologies, Inc. | 18,388 | — | deriv |
| 28 May 2025 | EXERCISE | SoFi Technologies, Inc. | 35,034 | — | |
| 28 May 2025 | EXERCISE | SoFi Technologies, Inc. | 9,810 | — | |
| 28 May 2025 | EXERCISE | SoFi Technologies, Inc. | 35,034 | 0.00 USD | deriv |
| 28 May 2025 | EXERCISE | SoFi Technologies, Inc. | 9,810 | 0.00 USD | deriv |
| 22 May 2025 | GRANT_AWARD | Regional Management Corp. | 5,153 | 0.00 USD | |
| 21 May 2024 | EXERCISE | SoFi Technologies, Inc. | 7,571 | — | |
| 21 May 2024 | EXERCISE | SoFi Technologies, Inc. | 7,571 | 0.00 USD | deriv |
| 23 May 2024 | GRANT_AWARD | Regional Management Corp. | 5,027 | 0.00 USD | |
| 09 Jan 2024 | GRANT_AWARD | SoFi Technologies, Inc. | 7,571 | 0.00 USD | deriv |
| 14 Aug 2023 | GRANT_AWARD | SoFi Technologies, Inc. | 26,249 | 0.00 USD | deriv |
| 14 Jun 2023 | EXERCISE | SoFi Technologies, Inc. | 35,974 | — | |
| 14 Jun 2023 | EXERCISE | SoFi Technologies, Inc. | 35,974 | 0.00 USD | deriv |
| 07 Jun 2023 | EXERCISE | Regional Management Corp. | 8,753 | 16.30 USD | |
| 07 Jun 2023 | EXERCISE | Regional Management Corp. | 9,188 | 15.89 USD | |
| 07 Jun 2023 | EXERCISE | Regional Management Corp. | 8,753 | 0.00 USD | deriv |
| 07 Jun 2023 | EXERCISE | Regional Management Corp. | 9,188 | 0.00 USD | deriv |
| 25 May 2023 | GRANT_AWARD | Regional Management Corp. | 5,450 | 0.00 USD |
2 purchases reported after at least 12 months of silence — most recent on 13 Mar 2015.