Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Black Rock Coffee Bar, Inc. | 11,761 | reported | 27 May 2026 | tx 1+8,949 |
| Shift4 Payments, Inc. | 6,884 | reported | 30 Jun 2025 | tx 14+16,521−9,637 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 27 May 2026 | GRANT_AWARD | Black Rock Coffee Bar, Inc. | 8,949 | 0.00 USD | |
| 30 Jun 2025 | SALE | Shift4 Payments, Inc. | 2,957 | 100.00 USD | |
| 13 Jun 2025 | GRANT_AWARD | Shift4 Payments, Inc. | 2,367 | 0.00 USD | |
| 12 Jun 2025 | SALE | Shift4 Payments, Inc. | 1,000 | 94.53 USD | |
| 22 Aug 2024 | SALE | Shift4 Payments, Inc. | 1,000 | 80.00 USD | |
| 07 Jun 2024 | SALE | Shift4 Payments, Inc. | 1,000 | 72.06 USD | |
| 07 Jun 2024 | GRANT_AWARD | Shift4 Payments, Inc. | 2,757 | 0.00 USD | |
| 28 Nov 2023 | SALE | Shift4 Payments, Inc. | 1,000 | 65.04 USD | |
| 09 Jun 2023 | GRANT_AWARD | Shift4 Payments, Inc. | 2,997 | 0.00 USD | |
| 03 Mar 2023 | SALE | Shift4 Payments, Inc. | 1,000 | 70.00 USD | |
| 15 Dec 2022 | SALE | Shift4 Payments, Inc. | 1,200 | 52.06 USD | |
| 18 Nov 2022 | SALE | Shift4 Payments, Inc. | 480 | 46.70 USD | |
| 10 Jun 2022 | GRANT_AWARD | Shift4 Payments, Inc. | 2,548 | 0.00 USD | |
| 10 Jun 2021 | GRANT_AWARD | Shift4 Payments, Inc. | 1,143 | 0.00 USD | |
| 08 Jun 2020 | GRANT_AWARD | Shift4 Payments, Inc. | 4,709 | 0.00 USD |