Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| SIMON PROPERTY GROUP INC. | 158,312 | reported | 28 Feb 2017 | tx 47+198,791−72,088 |
| Merchants Bancorp | 26,172 | reported | 21 May 2026 | tx 27+42,174−8,750 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 21 May 2026 | GRANT_AWARD | Merchants Bancorp | 381 | 46.03 USD | |
| 19 Feb 2026 | GRANT_AWARD | Merchants Bancorp | 377 | 46.45 USD | |
| 19 Nov 2025 | GRANT_AWARD | Merchants Bancorp | 562 | 31.17 USD | |
| 21 Aug 2025 | GRANT_AWARD | Merchants Bancorp | 540 | 32.42 USD | |
| 15 May 2025 | GRANT_AWARD | Merchants Bancorp | 536 | 32.71 USD | |
| 20 Feb 2025 | GRANT_AWARD | Merchants Bancorp | 409 | 42.82 USD | |
| 20 Nov 2024 | GRANT_AWARD | Merchants Bancorp | 449 | 39.00 USD | |
| 15 Aug 2024 | GRANT_AWARD | Merchants Bancorp | 430 | 40.78 USD | |
| 01 Apr 2024 | OTHER | Merchants Bancorp | 8,000 | 25.00 USD | |
| 16 May 2024 | GRANT_AWARD | Merchants Bancorp | 407 | 43.04 USD | |
| 14 Feb 2024 | GRANT_AWARD | Merchants Bancorp | 452 | 38.75 USD | |
| 15 Nov 2023 | GRANT_AWARD | Merchants Bancorp | 388 | 32.28 USD | |
| 17 Aug 2023 | GRANT_AWARD | Merchants Bancorp | 416 | 30.10 USD | |
| 18 May 2023 | GRANT_AWARD | Merchants Bancorp | 526 | 23.80 USD | |
| 16 Feb 2023 | GRANT_AWARD | Merchants Bancorp | 409 | 30.63 USD | |
| 16 Nov 2022 | GRANT_AWARD | Merchants Bancorp | 507 | 24.70 USD | |
| 22 Sept 2022 | PURCHASE | Merchants Bancorp | 12,000 | 25.00 USD | first after silence |
| 18 Aug 2022 | GRANT_AWARD | Merchants Bancorp | 439 | 28.50 USD | |
| 19 May 2022 | GRANT_AWARD | Merchants Bancorp | 538 | 23.25 USD | |
| 17 Feb 2022 | GRANT_AWARD | Merchants Bancorp | 411 | 30.47 USD | |
| 17 Nov 2021 | GRANT_AWARD | Merchants Bancorp | 269 | 46.47 USD | |
| 19 Aug 2021 | GRANT_AWARD | Merchants Bancorp | 355 | 35.27 USD | |
| 20 May 2021 | GRANT_AWARD | Merchants Bancorp | 292 | 42.95 USD | |
| 15 Apr 2021 | OTHER | Merchants Bancorp | 750 | 1000.00 USD | |
| 16 Mar 2021 | PURCHASE | Merchants Bancorp | 20,000 | 25.00 USD |
1 purchase reported after at least 12 months of silence — most recent on 22 Sept 2022.