Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| FEDERATED HERMES, INC. | 495,231 | reported | 03 Mar 2006 | tx 70+108,400−585,811 |
| TriState Capital Holdings, Inc. | 0 | reported | 01 Jun 2022 | tx 76+1,001,442−1,960,066 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 01 Jun 2022 | OTHER | TriState Capital Holdings, Inc. | 347,173 | — | |
| 01 Jun 2022 | OTHER | TriState Capital Holdings, Inc. | 141,922 | — | |
| 01 Jun 2022 | OTHER | TriState Capital Holdings, Inc. | 157,135 | — | |
| 01 Jun 2022 | OTHER | TriState Capital Holdings, Inc. | 269,561 | — | |
| 01 Jun 2022 | OTHER | TriState Capital Holdings, Inc. | 549,210 | — | |
| 14 Jan 2022 | TAX_WITHHOLDING | TriState Capital Holdings, Inc. | 6,675 | 32.25 USD | |
| 17 Jan 2022 | TAX_WITHHOLDING | TriState Capital Holdings, Inc. | 52,606 | 32.32 USD | |
| 20 Jan 2022 | GRANT_AWARD | TriState Capital Holdings, Inc. | 67,780 | 0.00 USD | |
| 01 Nov 2021 | SALE | TriState Capital Holdings, Inc. | 3,586 | 30.05 USD | |
| 12 Jan 2020 | TAX_WITHHOLDING | TriState Capital Holdings, Inc. | 15,688 | 25.16 USD | |
| 16 Jan 2021 | TAX_WITHHOLDING | TriState Capital Holdings, Inc. | 40,507 | 19.82 USD | |
| 14 Jan 2021 | GRANT_AWARD | TriState Capital Holdings, Inc. | 48,279 | 0.00 USD | |
| 09 Mar 2020 | PURCHASE | TriState Capital Holdings, Inc. | 5,000 | 15.26 USD | |
| 06 Mar 2020 | PURCHASE | TriState Capital Holdings, Inc. | 15,000 | 18.25 USD | |
| 21 Feb 2020 | OTHER | TriState Capital Holdings, Inc. | 28,366 | 10.95 USD | deriv |
| 21 Feb 2020 | OTHER | TriState Capital Holdings, Inc. | 32,081 | 12.30 USD | deriv |
| 17 Jan 2020 | GRANT_AWARD | TriState Capital Holdings, Inc. | 57,169 | 0.00 USD | |
| 30 Aug 2019 | PURCHASE | TriState Capital Holdings, Inc. | 12,500 | 19.76 USD | |
| 29 Aug 2019 | PURCHASE | TriState Capital Holdings, Inc. | 12,500 | 19.80 USD | |
| 29 Aug 2019 | GIFT | TriState Capital Holdings, Inc. | 5,110 | 0.00 USD | |
| 28 Aug 2019 | PURCHASE | TriState Capital Holdings, Inc. | 12,500 | 19.45 USD | |
| 27 Aug 2019 | PURCHASE | TriState Capital Holdings, Inc. | 12,500 | 19.37 USD | first after silence |
| 26 Feb 2019 | SALE | TriState Capital Holdings, Inc. | 6,250 | 22.45 USD | |
| 25 Feb 2019 | SALE | TriState Capital Holdings, Inc. | 6,250 | 22.70 USD | |
| 22 Feb 2019 | SALE | TriState Capital Holdings, Inc. | 6,250 | 22.64 USD |
1 purchase reported after at least 12 months of silence — most recent on 27 Aug 2019.