Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Global BPO Services Corp | 489,754 | reported | 15 Mar 2010 | tx 3+22,500−500,000 |
| Ares Management Corp | 42,468 | reported | 31 Jul 2025 | tx 10+42,468 |
| Ares Commercial Real Estate Corp | 30,684 | reported | 24 Jun 2014 | tx 6+30,684 |
| PHASE FORWARD INC | 0 | reported | 11 Aug 2010 | tx 2+10,578−10,578 |
2 purchases reported after at least 12 months of silence — most recent on 18 Dec 2012.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 31 Jul 2025 | GRANT_AWARD | Ares Management Corp | 1,166 | 0.00 USD | |
| 01 Aug 2024 | GRANT_AWARD | Ares Management Corp | 1,173 | 0.00 USD | |
| 27 Jul 2023 | GRANT_AWARD | Ares Management Corp | 1,732 | 0.00 USD | |
| 28 Jul 2022 | GRANT_AWARD | Ares Management Corp | 2,787 | 0.00 USD | |
| 27 Jul 2021 | GRANT_AWARD | Ares Management Corp | 1,953 | 0.00 USD | |
| 05 Aug 2020 | GRANT_AWARD | Ares Management Corp | 3,144 | 0.00 USD | |
| 23 Jul 2019 | GRANT_AWARD | Ares Management Corp | 2,805 | 0.00 USD | |
| 01 May 2018 | GRANT_AWARD | Ares Management Corp | 13,761 | 0.00 USD | |
| 24 Jun 2014 | GRANT_AWARD | Ares Commercial Real Estate Corp | 736 | 0.00 USD | |
| 11 Jun 2014 | PURCHASE | Ares Management Corp | 10,000 | 18.96 USD | |
| 01 May 2014 | GRANT_AWARD | Ares Management Corp | 3,947 | 0.00 USD | |
| 26 Jun 2013 | PURCHASE | Ares Commercial Real Estate Corp | 2,921 | 0.00 USD | |
| 20 Jun 2013 | PURCHASE | Ares Commercial Real Estate Corp | 20,000 | 13.50 USD | |
| 18 Dec 2012 | PURCHASE | Ares Commercial Real Estate Corp | — | 200000.00 USD | derivfirst after silence |
| 01 May 2012 | GRANT_AWARD | Ares Commercial Real Estate Corp | 5,000 | 0.00 USD | |
| 01 May 2012 | GRANT_AWARD | Ares Commercial Real Estate Corp | 2,027 | 0.00 USD | |
| 11 Aug 2010 | OTHER | PHASE FORWARD INC | 10,578 | — | |
| 15 Mar 2010 | PURCHASE | Global BPO Services Corp | 12,500 | 6.00 USD | first after silence |
| 08 May 2009 | GRANT_AWARD | PHASE FORWARD INC | 10,578 | 0.00 USD | |
| 12 Dec 2008 | PURCHASE | Global BPO Services Corp | 10,000 | 3.25 USD | |
| 07 Aug 2008 | SALE | Global BPO Services Corp | 500,000 | — | deriv |