Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| KFORCE INC | 34,489 | reported | 24 Apr 2026 | tx 96+137,244−144,710 |
| AlTi Global, Inc. | 30,732.27 | reported | 19 Jun 2025 | tx 12+219,895−18,363.94 |
| MARSHALL & ILSLEY CORP/WI/ | 0 | reported | 01 Nov 2007 | tx 19+392,535.87−1,004,134.6 |
| NEW M&I CORP | 0 | reported | 05 Jul 2011 | tx 103+2,487,730.26−2,717,099.72 |
| HESKA CORP | 0 | reported | 13 Jun 2023 | tx 6+4,726−4,726 |
| BOSTON PRIVATE FINANCIAL HOLDINGS INC | 0 | reported | 01 Jul 2021 | tx 25+39,900.21−44,900.55 |
4 purchases reported after at least 12 months of silence — most recent on 02 Apr 2024.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 24 Apr 2026 | GRANT_AWARD | KFORCE INC | 4,782 | 0.00 USD | |
| 06 Mar 2026 | OTHER | KFORCE INC | 48 | 0.00 USD | |
| 05 Dec 2025 | OTHER | KFORCE INC | 43 | 0.00 USD | |
| 12 Sept 2025 | OTHER | KFORCE INC | 41 | 0.00 USD | |
| 19 Jun 2025 | GRANT_AWARD | AlTi Global, Inc. | 30,732.27 | 0.00 USD | deriv |
| 13 Jun 2025 | OTHER | KFORCE INC | 32 | 0.00 USD | |
| 13 Jun 2025 | EXERCISE | AlTi Global, Inc. | 22,312.37 | — | |
| 13 Jun 2025 | GRANT_AWARD | AlTi Global, Inc. | 22,312.37 | 0.00 USD | deriv |
| 25 Apr 2025 | GRANT_AWARD | KFORCE INC | 3,188 | 0.00 USD | |
| 07 Mar 2025 | OTHER | KFORCE INC | 17 | 0.00 USD | |
| 06 Dec 2024 | OTHER | KFORCE INC | 14 | 0.00 USD | |
| 13 Sept 2024 | OTHER | KFORCE INC | 13 | 0.00 USD | |
| 27 Jun 2024 | GRANT_AWARD | AlTi Global, Inc. | 22,312.37 | 0.00 USD | deriv |
| 25 Jun 2024 | EXERCISE | AlTi Global, Inc. | 18,363.94 | — | |
| 25 Jun 2024 | EXERCISE | AlTi Global, Inc. | 18,363.94 | 0.00 USD | deriv |
| 14 Jun 2024 | OTHER | KFORCE INC | 14 | 0.00 USD | |
| 28 May 2024 | SALE | KFORCE INC | 5,000 | 61.70 USD | |
| 26 Apr 2024 | GRANT_AWARD | KFORCE INC | 2,183 | 0.00 USD | |
| 02 Apr 2024 | PURCHASE | AlTi Global, Inc. | 25,000 | 5.43 USD | first after silence |
| 15 Mar 2024 | OTHER | KFORCE INC | 14 | 0.00 USD | |
| 01 Mar 2024 | GRANT_AWARD | AlTi Global, Inc. | 18,363.94 | 0.00 USD | deriv |
| 02 Jan 2024 | GRANT_AWARD | AlTi Global, Inc. | 15,873 | 0.00 USD | deriv |
| 15 Dec 2023 | OTHER | KFORCE INC | 13 | 0.00 USD | |
| 22 Nov 2023 | GIFT | KFORCE INC | 2,000 | 0.00 USD | |
| 15 Sept 2023 | OTHER | KFORCE INC | 15 | 0.00 USD |