Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Pinnacle Financial Partners, Inc. | 65,182 | reported | 21 May 2026 | tx 5+266,910 |
| PRIVATE BUSINESS INC | 35,067 | reported | 27 Mar 2008 | tx 13+55,000 |
| Avenue Financial Holdings, Inc. | 0 | reported | 01 Jul 2016 | tx 6+46,355−531,200 |
| PINNACLE FINANCIAL PARTNERS INC | 0 | reported | 01 Jan 2026 | tx 37+225,759−425,318 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 21 May 2026 | GRANT_AWARD | Pinnacle Financial Partners, Inc. | 1,490 | 97.33 USD | |
| 01 Jan 2026 | GRANT_AWARD | Pinnacle Financial Partners, Inc. | 120,000 | — | |
| 01 Jan 2026 | GRANT_AWARD | Pinnacle Financial Partners, Inc. | 79,728 | — | |
| 01 Jan 2026 | GRANT_AWARD | Pinnacle Financial Partners, Inc. | 63,692 | — | |
| 01 Jan 2026 | GRANT_AWARD | Pinnacle Financial Partners, Inc. | 2,000 | — | |
| 01 Jan 2026 | OTHER | PINNACLE FINANCIAL PARTNERS INC | 63,692 | — | |
| 01 Jan 2026 | OTHER | PINNACLE FINANCIAL PARTNERS INC | 79,728 | — | |
| 01 Jan 2026 | OTHER | PINNACLE FINANCIAL PARTNERS INC | 2,000 | — | |
| 01 Jan 2026 | OTHER | PINNACLE FINANCIAL PARTNERS INC | 120,000 | — | |
| 07 Aug 2025 | PURCHASE | PINNACLE FINANCIAL PARTNERS INC | 22,000 | 90.09 USD | first after silence |
| 01 Mar 2025 | GRANT_AWARD | PINNACLE FINANCIAL PARTNERS INC | 701 | 0.00 USD | |
| 06 Feb 2025 | SALE | PINNACLE FINANCIAL PARTNERS INC | 7,071 | 126.55 USD | |
| 06 Feb 2025 | SALE | PINNACLE FINANCIAL PARTNERS INC | 40,000 | 126.50 USD | |
| 31 Jan 2025 | SALE | PINNACLE FINANCIAL PARTNERS INC | 1,265 | 126.00 USD | |
| 30 Jan 2025 | SALE | PINNACLE FINANCIAL PARTNERS INC | 10,309 | 126.00 USD | |
| 31 Jan 2025 | SALE | PINNACLE FINANCIAL PARTNERS INC | 6,566 | 126.00 USD | |
| 30 Jan 2025 | SALE | PINNACLE FINANCIAL PARTNERS INC | 14,103 | 127.25 USD | |
| 30 Jan 2025 | SALE | PINNACLE FINANCIAL PARTNERS INC | 25,721 | 126.37 USD | |
| 09 Dec 2024 | SALE | PINNACLE FINANCIAL PARTNERS INC | 3,610 | 126.07 USD | |
| 06 Dec 2024 | SALE | PINNACLE FINANCIAL PARTNERS INC | 20,000 | 126.02 USD | |
| 01 Mar 2024 | GRANT_AWARD | PINNACLE FINANCIAL PARTNERS INC | 989 | 82.72 USD | |
| 15 Mar 2023 | GRANT_AWARD | PINNACLE FINANCIAL PARTNERS INC | 10,000 | 53.83 USD | |
| 01 Mar 2023 | GRANT_AWARD | PINNACLE FINANCIAL PARTNERS INC | 1,084 | 0.00 USD | |
| 01 Mar 2022 | GRANT_AWARD | PINNACLE FINANCIAL PARTNERS INC | 790 | 0.00 USD | |
| 01 Mar 2021 | GRANT_AWARD | PINNACLE FINANCIAL PARTNERS INC | 910 | 0.00 USD |
3 purchases reported after at least 12 months of silence — most recent on 07 Aug 2025.