Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| JANUS CAPITAL GROUP INC | 74,014.02 | reported | 01 Feb 2008 | tx 31+101,603−91,784 |
| UMB FINANCIAL CORP | 5,354.23 | reported | 08 Jun 2017 | tx 102+65,208−61,544 |
| TORTOISE ENERGY INFRASTRUCTURE CORP | 3,000 | reported | 12 Nov 2025 | tx 2+6,000 |
| TORTOISE POWER & ENERGY INFRASTRUCTURE FUND INC | 2,000 | reported | 12 Nov 2025 | tx 1+2,000 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 12 Nov 2025 | PURCHASE | TORTOISE POWER & ENERGY INFRASTRUCTURE FUND INC | 2,000 | 21.20 USD | |
| 12 Nov 2025 | PURCHASE | TORTOISE ENERGY INFRASTRUCTURE CORP | 3,000 | 46.83 USD | |
| 08 Jun 2017 | SALE | UMB FINANCIAL CORP | 2,486 | 74.25 USD | |
| 08 Jun 2017 | SALE | UMB FINANCIAL CORP | 800 | 74.25 USD | |
| 08 Jun 2017 | SALE | UMB FINANCIAL CORP | 100 | 74.30 USD | |
| 14 Mar 2017 | TAX_WITHHOLDING | UMB FINANCIAL CORP | 125 | 76.98 USD | |
| 01 Feb 2017 | OTHER | UMB FINANCIAL CORP | 1,126 | 77.94 USD | |
| 01 Feb 2017 | EXERCISE | UMB FINANCIAL CORP | 1,667 | 45.07 USD | |
| 01 Feb 2017 | OTHER | UMB FINANCIAL CORP | 100 | 77.95 USD | |
| 01 Feb 2017 | EXERCISE | UMB FINANCIAL CORP | 1,667 | 0.00 USD | deriv |
| 01 Jan 2017 | TAX_WITHHOLDING | UMB FINANCIAL CORP | 1,539 | 77.12 USD | |
| 27 May 2016 | SALE | UMB FINANCIAL CORP | 230 | 58.01 USD | |
| 14 Mar 2016 | TAX_WITHHOLDING | UMB FINANCIAL CORP | 121 | 52.58 USD | |
| 11 Mar 2016 | SALE | UMB FINANCIAL CORP | 672 | 51.79 USD | |
| 11 Mar 2016 | SALE | UMB FINANCIAL CORP | 200 | 51.83 USD | |
| 11 Mar 2016 | SALE | UMB FINANCIAL CORP | 200 | 51.82 USD | |
| 11 Mar 2016 | SALE | UMB FINANCIAL CORP | 2,600 | 51.84 USD | |
| 01 Mar 2016 | EXERCISE | UMB FINANCIAL CORP | 1,431 | 41.71 USD | |
| 01 Mar 2016 | EXERCISE | UMB FINANCIAL CORP | 1,666 | 45.07 USD | |
| 01 Mar 2016 | SALE | UMB FINANCIAL CORP | 1,431 | 51.22 USD | |
| 01 Mar 2016 | SALE | UMB FINANCIAL CORP | 900 | 51.24 USD | |
| 01 Mar 2016 | SALE | UMB FINANCIAL CORP | 766 | 51.25 USD | |
| 01 Mar 2016 | EXERCISE | UMB FINANCIAL CORP | 1,666 | 0.00 USD | deriv |
| 01 Mar 2016 | EXERCISE | UMB FINANCIAL CORP | 1,431 | 0.00 USD | deriv |
| 26 Feb 2016 | EXERCISE | UMB FINANCIAL CORP | 255 | 41.71 USD |