Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Lumen Technologies, Inc. | 76,591 | reported | 21 May 2026 | tx 2+76,591 |
| Bakkt, Inc. | 37,608 | reported | 17 Jun 2025 | tx 6+413,309 |
| Ally Financial Inc. | 7,898 | reported | 15 May 2026 | tx 2+7,898 |
| LEGG MASON INC | 0 | reported | 31 Jul 2020 | tx 14+10,620.38−10,620.39 |
| TAUBMAN CENTERS INC | 0 | reported | 29 Dec 2020 | tx 8+10,339−10,490 |
| PLUM CREEK TIMBER CO INC | 0 | reported | 19 Feb 2016 | tx 6+4,072−4,072 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 21 May 2026 | GRANT_AWARD | Lumen Technologies, Inc. | 25,197 | 9.44 USD | |
| 15 May 2026 | GRANT_AWARD | Ally Financial Inc. | 3,632 | 41.99 USD | |
| 17 Jun 2025 | GRANT_AWARD | Bakkt, Inc. | 16,543 | 0.00 USD | |
| 15 May 2025 | GRANT_AWARD | Ally Financial Inc. | 4,266 | 35.75 USD | |
| 14 May 2025 | GRANT_AWARD | Lumen Technologies, Inc. | 51,394 | 0.00 USD | |
| 28 Jun 2024 | GRANT_AWARD | Bakkt, Inc. | 11,364 | 0.00 USD | |
| 06 Jun 2023 | GRANT_AWARD | Bakkt, Inc. | 142,858 | 0.00 USD | |
| 14 Jun 2022 | GRANT_AWARD | Bakkt, Inc. | 89,686 | 0.00 USD | |
| 22 Dec 2021 | GRANT_AWARD | Bakkt, Inc. | 10,000 | 0.00 USD | |
| 29 Dec 2020 | OTHER | TAUBMAN CENTERS INC | 10,490 | — | |
| 01 Dec 2020 | GRANT_AWARD | TAUBMAN CENTERS INC | 515 | 0.00 USD | |
| 01 Sept 2020 | GRANT_AWARD | TAUBMAN CENTERS INC | 574 | 0.00 USD | |
| 31 Jul 2020 | OTHER | LEGG MASON INC | 10,620.39 | 0.00 USD | deriv |
| 17 Jul 2020 | GRANT_AWARD | LEGG MASON INC | 84.56 | 0.00 USD | deriv |
| 01 Jun 2020 | GRANT_AWARD | TAUBMAN CENTERS INC | 3,976 | 0.00 USD | |
| 24 Apr 2020 | GRANT_AWARD | LEGG MASON INC | 84.4 | 0.00 USD | deriv |
| 01 Apr 2020 | GRANT_AWARD | TAUBMAN CENTERS INC | 907 | 0.00 USD | |
| 27 Jan 2020 | GRANT_AWARD | LEGG MASON INC | 108.7 | 0.00 USD | deriv |
| 02 Jan 2020 | GRANT_AWARD | TAUBMAN CENTERS INC | 1,833 | 0.00 USD | |
| 01 Nov 2019 | GRANT_AWARD | LEGG MASON INC | 110.77 | 0.00 USD | deriv |
| 01 Oct 2019 | GRANT_AWARD | TAUBMAN CENTERS INC | 1,267 | 0.00 USD | |
| 30 Jul 2019 | GRANT_AWARD | LEGG MASON INC | 3,276 | 0.00 USD | deriv |
| 26 Jul 2019 | GRANT_AWARD | LEGG MASON INC | 71.77 | 0.00 USD | deriv |
| 01 Jul 2019 | GRANT_AWARD | TAUBMAN CENTERS INC | 1,267 | 0.00 USD | |
| 03 May 2019 | GRANT_AWARD | LEGG MASON INC | 68.74 | 0.00 USD | deriv |