Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| SCHWAB CHARLES CORP | 10,470 | reported | 03 Mar 2026 | tx 8+86,673−72,118 |
| Frontdoor, Inc. | 3,289 | reported | 13 May 2026 | tx 2+3,289 |
| SolarWinds Corp | 0 | reported | 16 Apr 2025 | tx 6+94,926−92,055 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 13 May 2026 | GRANT_AWARD | Frontdoor, Inc. | 2,836 | 0.00 USD | |
| 17 Mar 2026 | GRANT_AWARD | Frontdoor, Inc. | 453 | 0.00 USD | |
| 03 Mar 2026 | SALE | SCHWAB CHARLES CORP | 3,839 | 94.88 USD | |
| 03 Mar 2026 | SALE | SCHWAB CHARLES CORP | 6,269 | 94.43 USD | |
| 01 Mar 2026 | TAX_WITHHOLDING | SCHWAB CHARLES CORP | 6,204 | 95.31 USD |
| 01 Mar 2026 | GRANT_AWARD | SCHWAB CHARLES CORP | 16,312 | 0.00 USD |
| 02 Mar 2026 | GRANT_AWARD | SCHWAB CHARLES CORP | 42,458 | 0.00 USD | deriv |
| 25 Feb 2026 | SALE | SCHWAB CHARLES CORP | 27,903 | 95.02 USD |
| 25 Feb 2026 | EXERCISE | SCHWAB CHARLES CORP | 27,903 | 64.10 USD |
| 25 Feb 2026 | EXERCISE | SCHWAB CHARLES CORP | 27,903 | 0.00 USD | deriv |
| 16 Apr 2025 | OTHER | SolarWinds Corp | 92,055 | 18.50 USD |
| 23 May 2024 | GRANT_AWARD | SolarWinds Corp | 17,573 | 0.00 USD |
| 25 May 2023 | GRANT_AWARD | SolarWinds Corp | 23,051 | 0.00 USD |
| 26 May 2022 | GRANT_AWARD | SolarWinds Corp | 17,964 | 0.00 USD |
| 28 May 2021 | GRANT_AWARD | SolarWinds Corp | 12,688 | 0.00 USD |
| 17 Sept 2020 | GRANT_AWARD | SolarWinds Corp | 23,650 | 0.00 USD |