Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Lefteris Acquisition Corp. | 30,000 | reported | 04 Feb 2021 | tx 1+10,000 |
| TD AMERITRADE HOLDING CORP | 23,080 | reported | 03 Jan 2007 | tx 6+486,412−982,168 |
| CITRIX SYSTEMS INC | 15,499 | reported | 01 Jun 2015 | tx 46+233,332−217,833 |
| Forge Global Holdings, Inc. | 0 | reported | 02 Mar 2026 | tx 10+247,577−285,396 |
| ADVENT SOFTWARE INC /DE/ | 0 | reported | 08 Jul 2015 | tx 20+81,929−81,929 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 02 Mar 2026 | OTHER | Forge Global Holdings, Inc. | 57,837 | 45.00 USD | |
| 02 Mar 2026 | OTHER | Forge Global Holdings, Inc. | 13,359 | 45.00 USD | |
| 02 Mar 2026 | OTHER | Forge Global Holdings, Inc. | 16,967 | 45.00 USD | |
| 02 Mar 2026 | OTHER | Forge Global Holdings, Inc. | 2,833 | — | deriv |
| 28 Jan 2026 | GRANT_AWARD | Forge Global Holdings, Inc. | 1,133 | 0.00 USD | |
| 20 Jun 2025 | GRANT_AWARD | Forge Global Holdings, Inc. | 11,333 | 0.00 USD | |
| 12 Jun 2024 | GRANT_AWARD | Forge Global Holdings, Inc. | 100,000 | 0.00 USD | |
| 14 Jul 2023 | OTHER | Forge Global Holdings, Inc. | 194,400 | 0.51 USD | |
| 14 Jun 2023 | GRANT_AWARD | Forge Global Holdings, Inc. | 111,111 | 0.00 USD | |
| 30 Aug 2022 | GRANT_AWARD | Forge Global Holdings, Inc. | 24,000 | 0.00 USD | |
| 04 Feb 2021 | GRANT_AWARD | Lefteris Acquisition Corp. | 10,000 | 38.60 USD | deriv |
| 08 Jul 2015 | OTHER | ADVENT SOFTWARE INC /DE/ | 5,314 | 44.25 USD | |
| 08 Jul 2015 | OTHER | ADVENT SOFTWARE INC /DE/ | 1,159 | 44.25 USD | |
| 08 Jul 2015 | OTHER | ADVENT SOFTWARE INC /DE/ | 9,138 | 15.24 USD | deriv |
| 08 Jul 2015 | OTHER | ADVENT SOFTWARE INC /DE/ | 9,814 | 23.19 USD | deriv |
| 08 Jul 2015 | OTHER | ADVENT SOFTWARE INC /DE/ | 14,875 | 30.20 USD | deriv |
| 08 Jul 2015 | OTHER | ADVENT SOFTWARE INC /DE/ | 8,470 | 26.45 USD | deriv |
| 01 Jun 2015 | GRANT_AWARD | CITRIX SYSTEMS INC | 4,000 | 0.00 USD | |
| 11 Nov 2014 | SALE | CITRIX SYSTEMS INC | 7,000 | 66.73 USD | |
| 02 Jun 2014 | GRANT_AWARD | CITRIX SYSTEMS INC | 4,000 | 0.00 USD | |
| 07 May 2014 | GRANT_AWARD | ADVENT SOFTWARE INC /DE/ | 1,306 | 0.00 USD | |
| 07 May 2014 | GRANT_AWARD | ADVENT SOFTWARE INC /DE/ | 9,138 | 29.01 USD | deriv |
| 10 Jul 2013 | OTHER | ADVENT SOFTWARE INC /DE/ | 8,470 | 0.00 USD | deriv |
| 10 Jul 2013 | OTHER | ADVENT SOFTWARE INC /DE/ | 14,875 | 0.00 USD | deriv |
| 10 Jul 2013 | GRANT_AWARD | ADVENT SOFTWARE INC /DE/ | 9,814 | 0.00 USD | deriv |