Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Custom Truck One Source, Inc. | 26,859 | reported | 01 Apr 2025 | tx 10+137,205−55,173 |
| Victory Capital Holdings, Inc. | 6,669 | reported | 12 Jan 2026 | tx 12+6,669 |
| JACOBS SOLUTIONS INC. | 3,185 | reported | 29 Jan 2026 | tx 2+3,185 |
| Gores Holdings III, Inc. | 0 | reported | 15 Feb 2022 | tx 2+13,110−13,110 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 29 Jan 2026 | GRANT_AWARD | JACOBS SOLUTIONS INC. | 1,468 | 136.29 USD | |
| 12 Jan 2026 | GRANT_AWARD | Victory Capital Holdings, Inc. | 417 | 68.93 USD | |
| 10 Oct 2025 | GRANT_AWARD | Victory Capital Holdings, Inc. | 435 | 65.98 USD | |
| 10 Jul 2025 | GRANT_AWARD | Victory Capital Holdings, Inc. | 434 | 66.24 USD | |
| 10 Apr 2025 | GRANT_AWARD | Victory Capital Holdings, Inc. | 531 | 54.06 USD | |
| 31 Mar 2025 | EXERCISE | Custom Truck One Source, Inc. | 22,218 | 0.00 USD | |
| 01 Apr 2025 | GRANT_AWARD | Custom Truck One Source, Inc. | 26,859 | 0.00 USD | deriv |
| 31 Mar 2025 | EXERCISE | Custom Truck One Source, Inc. | 22,218 | 0.00 USD | deriv |
| 30 Jan 2025 | GRANT_AWARD | JACOBS SOLUTIONS INC. | 1,717 | 139.82 USD | |
| 10 Jan 2025 | GRANT_AWARD | Victory Capital Holdings, Inc. | 407 | 61.36 USD | |
| 10 Oct 2024 | GRANT_AWARD | Victory Capital Holdings, Inc. | 436 | 57.30 USD | |
| 10 Jul 2024 | GRANT_AWARD | Victory Capital Holdings, Inc. | 520 | 48.00 USD | |
| 10 Apr 2024 | GRANT_AWARD | Victory Capital Holdings, Inc. | 573 | 43.58 USD | |
| 31 Mar 2024 | EXERCISE | Custom Truck One Source, Inc. | 18,640 | 0.00 USD | |
| 31 Mar 2024 | EXERCISE | Custom Truck One Source, Inc. | 18,640 | 0.00 USD | deriv |
| 01 Apr 2024 | GRANT_AWARD | Custom Truck One Source, Inc. | 22,218 | 0.00 USD | deriv |
| 10 Jan 2024 | GRANT_AWARD | Victory Capital Holdings, Inc. | 757 | 32.99 USD | |
| 10 Oct 2023 | GRANT_AWARD | Victory Capital Holdings, Inc. | 785 | 31.82 USD | |
| 10 Jul 2023 | GRANT_AWARD | Victory Capital Holdings, Inc. | 758 | 32.94 USD | |
| 10 Apr 2023 | GRANT_AWARD | Victory Capital Holdings, Inc. | 616 | 29.30 USD | |
| 31 Mar 2023 | EXERCISE | Custom Truck One Source, Inc. | 14,315 | 0.00 USD | |
| 01 Apr 2023 | GRANT_AWARD | Custom Truck One Source, Inc. | 18,640 | 0.00 USD | deriv |
| 31 Mar 2023 | EXERCISE | Custom Truck One Source, Inc. | 14,315 | 0.00 USD | deriv |
| 29 Apr 2022 | GRANT_AWARD | Custom Truck One Source, Inc. | 14,315 | 0.00 USD | deriv |
| 15 Feb 2022 | OTHER | Gores Holdings III, Inc. | 13,110 | — | deriv |