Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| REPUBLIC FIRST BANCORP INC | 554,250 | reported | 02 Jan 2024 | tx 3+1,420,626 |
| FIRST NIAGARA FINANCIAL GROUP INC | 39,497 | reported | 25 Jan 2011 | tx 28+211,590−1,043 |
| AlTi Global, Inc. | 27,088.83 | reported | 15 Feb 2026 | tx 3+108,355.32−27,088.83 |
| BRYN MAWR BANK CORP | 0 | reported | 01 Jan 2022 | tx 51+43,298.66−49,298.66 |
| SUSQUEHANNA BANCSHARES INC | 0 | reported | 01 Aug 2015 | tx 25+75,628−124,698.19 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 Feb 2026 | EXERCISE | AlTi Global, Inc. | 27,088.83 | 0.00 USD | |
| 15 Feb 2026 | OTHER | AlTi Global, Inc. | 27,088.83 | 0.00 USD | deriv |
| 15 Apr 2025 | GRANT_AWARD | AlTi Global, Inc. | 81,266.49 | 0.00 USD | deriv |
| 02 Jan 2024 | GRANT_AWARD | REPUBLIC FIRST BANCORP INC | — | 0.00 USD | deriv |
| 25 Aug 2023 | GRANT_AWARD | REPUBLIC FIRST BANCORP INC | 1,298,077 | 0.00 USD | |
| 21 Dec 2022 | GRANT_AWARD | REPUBLIC FIRST BANCORP INC | 122,549 | 0.00 USD | |
| 01 Jan 2022 | EXERCISE | BRYN MAWR BANK CORP | 10,395 | 0.00 USD | |
| 01 Jan 2022 | EXERCISE | BRYN MAWR BANK CORP | 1,722 | 0.00 USD | |
| 01 Jan 2022 | EXERCISE | BRYN MAWR BANK CORP | 1,730 | 0.00 USD | |
| 01 Jan 2022 | EXERCISE | BRYN MAWR BANK CORP | 1,680 | 0.00 USD | |
| 01 Jan 2022 | OTHER | BRYN MAWR BANK CORP | 35,322.66 | — | |
| 01 Jan 2022 | EXERCISE | BRYN MAWR BANK CORP | 1,680 | 0.00 USD | deriv |
| 01 Jan 2022 | EXERCISE | BRYN MAWR BANK CORP | 1,722 | 0.00 USD | deriv |
| 01 Jan 2022 | EXERCISE | BRYN MAWR BANK CORP | 1,730 | 0.00 USD | deriv |
| 16 Aug 2021 | GRANT_AWARD | BRYN MAWR BANK CORP | 878 | 0.00 USD | |
| 16 Aug 2021 | TAX_WITHHOLDING | BRYN MAWR BANK CORP | 242 | 40.22 USD | |
| 09 Aug 2021 | TAX_WITHHOLDING | BRYN MAWR BANK CORP | 350 | 40.22 USD | |
| 09 Aug 2021 | EXERCISE | BRYN MAWR BANK CORP | 1,273 | 0.00 USD | |
| 09 Aug 2021 | EXERCISE | BRYN MAWR BANK CORP | 1,273 | 0.00 USD | deriv |
| 11 Feb 2021 | GRANT_AWARD | BRYN MAWR BANK CORP | 1,730 | 0.00 USD | deriv |
| 18 Nov 2020 | PURCHASE | BRYN MAWR BANK CORP | 3,000 | 30.43 USD | first after silence |
| 13 Aug 2020 | GRANT_AWARD | BRYN MAWR BANK CORP | 3,066 | 0.00 USD | |
| 13 Aug 2020 | TAX_WITHHOLDING | BRYN MAWR BANK CORP | 844 | 28.74 USD | |
| 11 Aug 2020 | EXERCISE | BRYN MAWR BANK CORP | 495 | 0.00 USD | |
| 11 Aug 2020 | TAX_WITHHOLDING | BRYN MAWR BANK CORP | 137 | 28.74 USD |
3 purchases reported after at least 12 months of silence — most recent on 18 Nov 2020.