Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| INNOVATE Corp. | 4,948,755 | reported | 19 Mar 2024 | tx 11+4,618,729−5,728,274 |
| Alpha Metallurgical Resources, Inc. | 3,126 | reported | 06 May 2026 | tx 1+3,126 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 06 May 2026 | GRANT_AWARD | Alpha Metallurgical Resources, Inc. | 3,126 | 111.02 USD | deriv |
| 19 Mar 2024 | SALE | INNOVATE Corp. | 100,000 | 0.00 USD | deriv |
| 01 Jul 2021 | OTHER | INNOVATE Corp. | 10,000 | — | deriv |
| 01 Jul 2021 | OTHER | INNOVATE Corp. | 6,125 | — | deriv |
| 17 Jun 2021 | GRANT_AWARD | INNOVATE Corp. | 22,556 | 0.00 USD | |
| 20 Nov 2020 | EXERCISE | INNOVATE Corp. | 2,176,621 | 2.27 USD | |
| 20 Nov 2020 | EXERCISE | INNOVATE Corp. | 2,814,137 | 0.00 USD | deriv |
| 30 Jul 2020 | GRANT_AWARD | INNOVATE Corp. | 33,747 | 0.00 USD | |
| 15 Jun 2020 | PURCHASE | INNOVATE Corp. | 70,600 | 3.58 USD | |
| 16 Jun 2020 | PURCHASE | INNOVATE Corp. | 40,000 | 3.79 USD |