Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Evolent Health, Inc. | 40,728 | reported | 05 Jun 2025 | tx 8+82,647 |
| DRUGMAX INC | 35,000 | reported | 24 Jul 2006 | tx 2+74,062 |
| WELLTOWER INC. | 21,879 | reported | 10 Mar 2015 | tx 80+40,298−25,530 |
| RENAL CARE GROUP INC | 5,625 | reported | 10 Jun 2004 | tx 2+6,625 |
| Teladoc Health, Inc. | 0 | reported | 07 Jul 2015 | tx 8+4,980,468−11,384,851 |
| TANDEM DIABETES CARE INC | 0 | reported | 19 Nov 2013 | tx 3+1,454,058−2,436,421 |
| ADVISORY BOARD CO | 0 | reported | 17 Nov 2017 | tx 30+120,423−60,345 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 05 Jun 2025 | GRANT_AWARD | Evolent Health, Inc. | 21,979 | 0.00 USD | |
| 06 Mar 2025 | PURCHASE | Evolent Health, Inc. | 11,040 | 9.01 USD | first after silence |
| 06 Jun 2024 | GRANT_AWARD | Evolent Health, Inc. | 7,709 | 0.00 USD | |
| 08 Jun 2023 | GRANT_AWARD | Evolent Health, Inc. | 5,049 | 0.00 USD | |
| 09 Jun 2022 | GRANT_AWARD | Evolent Health, Inc. | 5,564 | 0.00 USD | |
| 10 Jun 2021 | GRANT_AWARD | Evolent Health, Inc. | 7,785 | 0.00 USD | |
| 09 Jun 2020 | GRANT_AWARD | Evolent Health, Inc. | 18,302 | 0.00 USD | |
| 03 Feb 2020 | GRANT_AWARD | Evolent Health, Inc. | 5,219 | 0.00 USD | |
| 17 Nov 2017 | OTHER | ADVISORY BOARD CO | 18,216 | — | |
| 17 Nov 2017 | OTHER | ADVISORY BOARD CO | 2,915 | — | deriv |
| 18 Oct 2017 | GIFT | ADVISORY BOARD CO | 2,000 | 0.00 USD | |
| 14 Jun 2017 | GRANT_AWARD | ADVISORY BOARD CO | 2,915 | 0.00 USD | deriv |
| 07 Jun 2017 | EXERCISE | ADVISORY BOARD CO | 4,423 | 0.00 USD | |
| 16 Aug 2016 | SALE | ADVISORY BOARD CO | 2,500 | 41.44 USD | |
| 22 Jun 2016 | EXERCISE | ADVISORY BOARD CO | 2,797 | 0.00 USD | |
| 07 Jun 2016 | GRANT_AWARD | ADVISORY BOARD CO | 4,423 | 0.00 USD | deriv |
| 22 Jun 2015 | GRANT_AWARD | ADVISORY BOARD CO | 2,797 | 0.00 USD | deriv |
| 07 Jul 2015 | CONVERSION | Teladoc Health, Inc. | 819,852 | — | |
| 07 Jul 2015 | CONVERSION | Teladoc Health, Inc. | 1,089,666 | — | |
| 07 Jul 2015 | CONVERSION | Teladoc Health, Inc. | 428,964 | — | |
| 07 Jul 2015 | CONVERSION | Teladoc Health, Inc. | 2,641,986 | — | |
| 07 Jul 2015 | CONVERSION | Teladoc Health, Inc. | 980,568 | 0.00 USD | deriv |
| 07 Jul 2015 | CONVERSION | Teladoc Health, Inc. | 2,490,867 | 0.00 USD | deriv |
| 07 Jul 2015 | CONVERSION | Teladoc Health, Inc. | 1,874,100 | 0.00 USD | deriv |
| 07 Jul 2015 | CONVERSION | Teladoc Health, Inc. | 6,039,316 | 0.00 USD | deriv |
1 purchase reported after at least 12 months of silence — most recent on 06 Mar 2025.