Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| TRUIST FINANCIAL CORP | 32,976 | reported | 27 Feb 2023 | tx 7+21,253−4,661 |
| EVEREST GROUP, LTD. | 2,161 | reported | 26 Feb 2026 | tx 6+2,161 |
| BISYS GROUP INC | 0 | reported | 01 Aug 2007 | tx 8+54,519.76−137,593 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 26 Feb 2026 | GRANT_AWARD | EVEREST GROUP, LTD. | 960 | 338.69 USD | |
| 02 Jan 2026 | GRANT_AWARD | EVEREST GROUP, LTD. | 92 | 336.76 USD | |
| 01 Oct 2025 | GRANT_AWARD | EVEREST GROUP, LTD. | 88 | 352.30 USD | |
| 01 Jul 2025 | GRANT_AWARD | EVEREST GROUP, LTD. | 91 | 339.74 USD | |
| 01 Apr 2025 | GRANT_AWARD | EVEREST GROUP, LTD. | 24 | 364.05 USD | |
| 06 Mar 2025 | GRANT_AWARD | EVEREST GROUP, LTD. | 906 | 359.28 USD | |
| 27 Feb 2023 | GRANT_AWARD | TRUIST FINANCIAL CORP | 3,210 | 0.00 USD | |
| 27 Feb 2023 | GRANT_AWARD | TRUIST FINANCIAL CORP | 4,068 | 0.00 USD | |
| 27 Feb 2023 | GRANT_AWARD | TRUIST FINANCIAL CORP | 2,906 | 0.00 USD | |
| 15 Mar 2022 | TAX_WITHHOLDING | TRUIST FINANCIAL CORP | 4,661 | 58.02 USD | |
| 21 Feb 2022 | GRANT_AWARD | TRUIST FINANCIAL CORP | 4,068 | 0.00 USD | |
| 21 Feb 2022 | GRANT_AWARD | TRUIST FINANCIAL CORP | 2,906 | 0.00 USD | |
| 21 Feb 2022 | GRANT_AWARD | TRUIST FINANCIAL CORP | 4,095 | 0.00 USD | |
| 01 Aug 2007 | OTHER | BISYS GROUP INC | 51,228 | 11.85 USD | |
| 01 Aug 2007 | OTHER | BISYS GROUP INC | 25,000 | 0.00 USD | deriv |
| 01 Aug 2007 | OTHER | BISYS GROUP INC | 25,000 | 0.00 USD | deriv |
| 01 Aug 2007 | OTHER | BISYS GROUP INC | 33,000 | 0.05 USD | deriv |
| 17 Sept 2006 | TAX_WITHHOLDING | BISYS GROUP INC | 3,365 | 11.07 USD | |
| 12 Sept 2006 | GRANT_AWARD | BISYS GROUP INC | 20,000 | — | |
| 31 Aug 2006 | OTHER | BISYS GROUP INC | 1,519.76 | 8.75 USD | |
| 10 Aug 2006 | GRANT_AWARD | BISYS GROUP INC | 33,000 | — | deriv |