Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| UMB FINANCIAL CORP | 1,821 | reported | 01 May 2026 | tx 3+1,821 |
| HEARTLAND FINANCIAL USA INC | 0 | reported | 31 Jan 2025 | tx 3+1,671−3,342 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 01 May 2026 | GRANT_AWARD | UMB FINANCIAL CORP | 116 | 129.24 USD | |
| 30 Jan 2026 | GRANT_AWARD | UMB FINANCIAL CORP | 786 | 127.14 USD | |
| 31 Jan 2025 | GRANT_AWARD | UMB FINANCIAL CORP | 919 | — | |
| 31 Jan 2025 | OTHER | HEARTLAND FINANCIAL USA INC | 1,671 | — | |
| 31 Jan 2025 | OTHER | HEARTLAND FINANCIAL USA INC | 1,671 | — | deriv |
| 22 May 2024 | GRANT_AWARD | HEARTLAND FINANCIAL USA INC | 1,671 | 0.00 USD | deriv |