Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| HOULIHAN LOKEY, INC. | 1,061,766 | reported | 15 May 2026 | tx 201+2,808,617−3,525,205 |
| COLE NATIONAL CORP /DE/ | 1,000 | reported | 12 Jun 1997 | tx 1+1,000 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 May 2026 | TAX_WITHHOLDING | HOULIHAN LOKEY, INC. | 4,619 | 150.35 USD | deriv |
| 05 Dec 2025 | GIFT | HOULIHAN LOKEY, INC. | 5,000 | 0.00 USD | |
| 05 Dec 2025 | CONVERSION | HOULIHAN LOKEY, INC. | 5,000 | 0.00 USD | |
| 05 Dec 2025 | CONVERSION | HOULIHAN LOKEY, INC. | 5,000 | 0.00 USD | deriv |
| 16 Sept 2025 | CONVERSION | HOULIHAN LOKEY, INC. | 6,811 | 0.00 USD | |
| 16 Sept 2025 | SALE | HOULIHAN LOKEY, INC. | 6,811 | 202.75 USD | |
| 16 Sept 2025 | CONVERSION | HOULIHAN LOKEY, INC. | 6,811 | 0.00 USD | deriv |
| 30 Jun 2025 | SALE | HOULIHAN LOKEY, INC. | 5,000 | 182.81 USD | |
| 30 Jun 2025 | CONVERSION | HOULIHAN LOKEY, INC. | 5,000 | 0.00 USD | |
| 30 Jun 2025 | CONVERSION | HOULIHAN LOKEY, INC. | 5,000 | 0.00 USD | deriv |
| 26 Jun 2025 | GIFT | HOULIHAN LOKEY, INC. | 5,000 | 0.00 USD | |
| 24 Jun 2025 | CONVERSION | HOULIHAN LOKEY, INC. | 5,000 | 0.00 USD | |
| 24 Jun 2025 | CONVERSION | HOULIHAN LOKEY, INC. | 5,000 | 0.00 USD | deriv |
| 22 May 2025 | GRANT_AWARD | HOULIHAN LOKEY, INC. | 2,818 | 0.00 USD | deriv |
| 22 May 2025 | OTHER | HOULIHAN LOKEY, INC. | 4,790 | 0.00 USD | deriv |
| 22 May 2025 | GRANT_AWARD | HOULIHAN LOKEY, INC. | 1,972 | 0.00 USD | deriv |
| 15 May 2025 | TAX_WITHHOLDING | HOULIHAN LOKEY, INC. | 6,704 | 180.09 USD | deriv |
| 25 Nov 2024 | GIFT | HOULIHAN LOKEY, INC. | 10,000 | 0.00 USD | |
| 25 Nov 2024 | SALE | HOULIHAN LOKEY, INC. | 5,000 | 190.50 USD | |
| 25 Nov 2024 | CONVERSION | HOULIHAN LOKEY, INC. | 5,000 | 0.00 USD | |
| 25 Nov 2024 | CONVERSION | HOULIHAN LOKEY, INC. | 10,000 | 0.00 USD | |
| 25 Nov 2024 | CONVERSION | HOULIHAN LOKEY, INC. | 5,000 | 0.00 USD | deriv |
| 25 Nov 2024 | CONVERSION | HOULIHAN LOKEY, INC. | 10,000 | 0.00 USD | deriv |
| 28 Jun 2024 | SALE | HOULIHAN LOKEY, INC. | 9,902 | 135.25 USD | |
| 28 Jun 2024 | CONVERSION | HOULIHAN LOKEY, INC. | 9,902 | 0.00 USD |