Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| SERVOTRONICS INC /DE/ | 18,803 | reported | 11 Apr 2016 | tx 11+31,000−14,197 |
| RAND CAPITAL CORP | 1,465 | reported | 13 Jun 2023 | tx 5+1,465 |
| GRAHAM CORP | 0 | reported | 04 Jun 2025 | tx 11+34,055−15,432 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 02 Jun 2026 | EXERCISE | GRAHAM CORP | 1,956 | 0.00 USD | |
| 02 Jun 2026 | EXERCISE | GRAHAM CORP | 1,956 | 0.00 USD | deriv |
| 01 Jun 2026 | GRANT_AWARD | GRAHAM CORP | 905 | 0.00 USD | deriv |
| 04 Jun 2025 | EXERCISE | GRAHAM CORP | 2,934 | 0.00 USD | |
| 04 Jun 2025 | EXERCISE | GRAHAM CORP | 2,934 | 0.00 USD | deriv |
| 02 Jun 2025 | GRANT_AWARD | GRAHAM CORP | 1,956 | 0.00 USD | deriv |
| 04 Jun 2024 | GRANT_AWARD | GRAHAM CORP | 2,934 | 0.00 USD | deriv |
| 17 May 2024 | EXERCISE | GRAHAM CORP | 6,393 | 0.00 USD | |
| 17 May 2024 | EXERCISE | GRAHAM CORP | 6,393 | 0.00 USD | deriv |
| 13 Jun 2023 | PURCHASE | RAND CAPITAL CORP | 45 | 13.25 USD | |
| 06 Jun 2023 | PURCHASE | RAND CAPITAL CORP | 5 | 13.25 USD | |
| 07 Jun 2023 | PURCHASE | RAND CAPITAL CORP | 415 | 13.25 USD | |
| 23 May 2023 | EXERCISE | GRAHAM CORP | 6,105 | 0.00 USD | |
| 23 May 2023 | EXERCISE | GRAHAM CORP | 6,105 | 0.00 USD | deriv |
| 17 May 2023 | GRANT_AWARD | GRAHAM CORP | 6,393 | 0.00 USD | deriv |
| 10 Nov 2022 | PURCHASE | RAND CAPITAL CORP | 268 | 15.00 USD | |
| 09 Nov 2022 | PURCHASE | RAND CAPITAL CORP | 732 | 14.97 USD | |
| 23 May 2022 | GRANT_AWARD | GRAHAM CORP | 6,105 | 0.00 USD | deriv |
| 23 Mar 2022 | GRANT_AWARD | GRAHAM CORP | 1,235 | 0.00 USD | |
| 11 Apr 2016 | GRANT_AWARD | SERVOTRONICS INC /DE/ | 4,500 | — | |
| 01 Jan 2016 | TAX_WITHHOLDING | SERVOTRONICS INC /DE/ | 1,902 | 8.35 USD | |
| 01 Jan 2015 | EXERCISE | SERVOTRONICS INC /DE/ | 1,000 | 4.70 USD | |
| 23 Nov 2015 | EXERCISE | SERVOTRONICS INC /DE/ | 1,000 | 0.00 USD | deriv |
| 01 Jan 2015 | TAX_WITHHOLDING | SERVOTRONICS INC /DE/ | 1,902 | 6.49 USD | |
| 01 Jan 2014 | TAX_WITHHOLDING | SERVOTRONICS INC /DE/ | 1,893 | 8.10 USD |