Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| GLOBAL PAYMENTS INC | 237,072 | reported | 30 May 2014 | tx 271+2,329,894−3,505,265 |
| Repay Holdings Corp | 180,656 | reported | 12 Jun 2025 | tx 8+180,656 |
| VERSO TECHNOLOGIES INC | 100,000 | reported | 28 Apr 2004 | tx 1+100,000 |
| DELUXE CORP | 41,577 | reported | 23 Apr 2026 | tx 19+88,440−41,577 |
| TRUIST FINANCIAL CORP | 26,585 | reported | 23 Feb 2021 | tx 4+28,996 |
| UNITEDHEALTH GROUP INC | 3,330 | reported | 17 Mar 2026 | tx 53+5,356−30 |
| SUNTRUST BANKS INC | 0 | reported | 06 Dec 2019 | tx 11+23,171−18,161.89 |
| DUN & BRADSTREET CORP/NW | 0 | reported | 08 Feb 2019 | tx 38+10,414.14−10,399.12 |
| WEST CORP | 0 | reported | 10 Oct 2017 | tx 7+28,384−28,384 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 23 Apr 2026 | EXERCISE | DELUXE CORP | 10,349 | 0.00 USD | |
| 23 Apr 2026 | GRANT_AWARD | DELUXE CORP | 5,286 | 0.00 USD | deriv |
| 23 Apr 2026 | EXERCISE | DELUXE CORP | 10,349 | 0.00 USD | deriv |
| 17 Mar 2026 | GRANT_AWARD | UNITEDHEALTH GROUP INC | 16 | 0.00 USD | |
| 02 Jan 2026 | GRANT_AWARD | UNITEDHEALTH GROUP INC | 168 | 0.00 USD | |
| 02 Jan 2026 | GRANT_AWARD | UNITEDHEALTH GROUP INC | 112 | 0.00 USD | |
| 16 Dec 2025 | GRANT_AWARD | UNITEDHEALTH GROUP INC | 13 | 0.00 USD | |
| 01 Oct 2025 | GRANT_AWARD | UNITEDHEALTH GROUP INC | 98 | 0.00 USD | |
| 01 Oct 2025 | GRANT_AWARD | UNITEDHEALTH GROUP INC | 162 | 0.00 USD | |
| 23 Sept 2025 | GRANT_AWARD | UNITEDHEALTH GROUP INC | 11 | 0.00 USD | |
| 01 Jul 2025 | GRANT_AWARD | UNITEDHEALTH GROUP INC | 96 | 0.00 USD | |
| 01 Jul 2025 | GRANT_AWARD | UNITEDHEALTH GROUP INC | 173 | 0.00 USD | |
| 24 Jun 2025 | GRANT_AWARD | UNITEDHEALTH GROUP INC | 11 | 0.00 USD | |
| 12 Jun 2025 | GRANT_AWARD | Repay Holdings Corp | 34,000 | 0.00 USD | |
| 24 Apr 2025 | EXERCISE | DELUXE CORP | 7,980 | 0.00 USD | |
| 24 Apr 2025 | EXERCISE | DELUXE CORP | 7,980 | 0.00 USD | deriv |
| 24 Apr 2025 | GRANT_AWARD | DELUXE CORP | 10,349 | 0.00 USD | deriv |
| 01 Apr 2025 | GRANT_AWARD | UNITEDHEALTH GROUP INC | 108 | 0.00 USD | |
| 01 Apr 2025 | GRANT_AWARD | UNITEDHEALTH GROUP INC | 60 | 0.00 USD | |
| 18 Mar 2025 | GRANT_AWARD | UNITEDHEALTH GROUP INC | 6 | 0.00 USD | |
| 02 Jan 2025 | GRANT_AWARD | UNITEDHEALTH GROUP INC | 112 | 0.00 USD | |
| 02 Jan 2025 | GRANT_AWARD | UNITEDHEALTH GROUP INC | 62 | 0.00 USD | |
| 17 Dec 2024 | GRANT_AWARD | UNITEDHEALTH GROUP INC | 6 | 0.00 USD | |
| 01 Oct 2024 | GRANT_AWARD | UNITEDHEALTH GROUP INC | 97 | 0.00 USD | |
| 01 Oct 2024 | GRANT_AWARD | UNITEDHEALTH GROUP INC | 54 | 0.00 USD |
3 purchases reported after at least 12 months of silence — most recent on 22 Feb 2022.