Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Regency Energy Partners LP | 5,173,189 | reported | 15 Aug 2006 | tx 9+29,655,981−5,702,075 |
| Gloo Holdings, Inc. | 250,000 | reported | 20 Nov 2025 | tx 2+275,000 |
| CAPITAL SOUTHWEST CORP | 47,948 | reported | 12 Aug 2025 | tx 15+86,948 |
| VIASYSTEMS GROUP INC | 13,708 | reported | 31 May 2015 | tx 6+38,246−38,246 |
| Drilling Tools International Corp | 0 | reported | 13 May 2026 | tx 16+497,717−60,948 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 13 May 2026 | EXERCISE | Drilling Tools International Corp | 28,626 | 0.00 USD | |
| 13 May 2026 | EXERCISE | Drilling Tools International Corp | 28,626 | 0.00 USD | deriv |
| 29 Apr 2026 | GRANT_AWARD | Drilling Tools International Corp | 23,438 | 0.00 USD | deriv |
| 10 Dec 2025 | OTHER | Drilling Tools International Corp | 32,606 | 0.00 USD | |
| 20 Nov 2025 | GRANT_AWARD | Gloo Holdings, Inc. | 25,000 | 8.00 USD | |
| 20 Nov 2025 | PURCHASE | Gloo Holdings, Inc. | 250,000 | 8.00 USD | first after silence |
| 14 May 2024 | EXERCISE | Drilling Tools International Corp | 18,610 | 0.00 USD | |
| 13 Sept 2024 | OTHER | Drilling Tools International Corp | 44,300 | 0.00 USD | |
| 14 May 2025 | EXERCISE | Drilling Tools International Corp | 13,712 | 0.00 USD | |
| 06 Jun 2025 | OTHER | Drilling Tools International Corp | 63,939 | 0.00 USD | |
| 12 Sept 2025 | OTHER | Drilling Tools International Corp | 36,227 | 0.00 USD | |
| 13 May 2025 | GRANT_AWARD | Drilling Tools International Corp | 28,626 | 0.00 USD | deriv |
| 14 May 2024 | EXERCISE | Drilling Tools International Corp | 18,610 | 0.00 USD | deriv |
| 14 May 2025 | EXERCISE | Drilling Tools International Corp | 13,712 | 0.00 USD | deriv |
| 12 Aug 2025 | GRANT_AWARD | CAPITAL SOUTHWEST CORP | 2,193 | 0.00 USD | |
| 09 Aug 2024 | GRANT_AWARD | CAPITAL SOUTHWEST CORP | 2,090 | 0.00 USD | |
| 14 May 2024 | GRANT_AWARD | Drilling Tools International Corp | 18,610 | 0.00 USD | deriv |
| 14 May 2024 | GRANT_AWARD | Drilling Tools International Corp | 13,712 | 0.00 USD | deriv |
| 10 Aug 2023 | GRANT_AWARD | CAPITAL SOUTHWEST CORP | 2,240 | 0.00 USD | |
| 20 Jun 2023 | GRANT_AWARD | Drilling Tools International Corp | 118,252 | — | |
| 20 Jun 2023 | GRANT_AWARD | Drilling Tools International Corp | 57,059 | — | deriv |
| 10 Aug 2022 | GRANT_AWARD | CAPITAL SOUTHWEST CORP | 2,421 | 0.00 USD | |
| 18 Mar 2020 | PURCHASE | CAPITAL SOUTHWEST CORP | 39,000 | 8.84 USD | first after silence |
| 18 Mar 2020 | PURCHASE | CAPITAL SOUTHWEST CORP | 15,500 | 8.84 USD | |
| 24 Dec 2018 | PURCHASE | CAPITAL SOUTHWEST CORP | 2,900 | 18.16 USD | first after silence |
5 purchases reported after at least 12 months of silence — most recent on 20 Nov 2025.