Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Health Catalyst, Inc. | 170,719 | reported | 09 Jul 2025 | tx 14+127,728−38,475 |
| IDX SYSTEMS CORP | 21,402 | reported | 09 Feb 2004 | tx 1+21,402 |
| MERCHANTS BANCSHARES INC | 4,054 | reported | 29 Apr 2013 | tx 10+4,000 |
| ATHENAHEALTH INC | 0 | reported | 11 Feb 2019 | tx 89+164,967−161,699 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 09 Jul 2025 | GRANT_AWARD | Health Catalyst, Inc. | 36,231 | 0.00 USD | |
| 13 Jun 2024 | GRANT_AWARD | Health Catalyst, Inc. | 20,807 | 0.00 USD | |
| 14 Jun 2023 | GRANT_AWARD | Health Catalyst, Inc. | 10,048 | 0.00 USD | |
| 14 Jun 2023 | GRANT_AWARD | Health Catalyst, Inc. | 12,505 | 0.00 USD | |
| 14 Jun 2022 | GRANT_AWARD | Health Catalyst, Inc. | 11,677 | 0.00 USD | |
| 17 Nov 2021 | GIFT | Health Catalyst, Inc. | 8,300 | 0.00 USD | |
| 10 Jun 2021 | GRANT_AWARD | Health Catalyst, Inc. | 3,285 | 0.00 USD | |
| 29 Dec 2020 | GIFT | Health Catalyst, Inc. | 6,000 | 0.00 USD | |
| 12 Jun 2020 | GRANT_AWARD | Health Catalyst, Inc. | 5,443 | 0.00 USD | |
| 01 Sept 2019 | GRANT_AWARD | Health Catalyst, Inc. | 3,557 | 0.00 USD | |
| 29 Jul 2019 | CONVERSION | Health Catalyst, Inc. | 589 | 0.00 USD | |
| 29 Jul 2019 | CONVERSION | Health Catalyst, Inc. | 23,586 | 0.00 USD | |
| 29 Jul 2019 | CONVERSION | Health Catalyst, Inc. | 23,586 | 0.00 USD | deriv |
| 29 Jul 2019 | CONVERSION | Health Catalyst, Inc. | 589 | 0.00 USD | deriv |
| 11 Feb 2019 | OTHER | ATHENAHEALTH INC | 13,940 | 135.00 USD | |
| 11 Feb 2019 | OTHER | ATHENAHEALTH INC | 6,812 | 78.97 USD | deriv |
| 08 Jun 2018 | GRANT_AWARD | ATHENAHEALTH INC | 1,931 | 0.00 USD | |
| 01 Nov 2017 | TAX_WITHHOLDING | ATHENAHEALTH INC | 149 | 127.88 USD | |
| 01 Oct 2017 | TAX_WITHHOLDING | ATHENAHEALTH INC | 149 | 0.00 USD | |
| 01 Sept 2017 | TAX_WITHHOLDING | ATHENAHEALTH INC | 161 | 141.12 USD | |
| 01 Aug 2017 | GRANT_AWARD | ATHENAHEALTH INC | 2,739 | 0.00 USD | |
| 28 Apr 2017 | SALE | ATHENAHEALTH INC | 3,700 | 97.58 USD | |
| 28 Apr 2017 | EXERCISE | ATHENAHEALTH INC | 5,000 | 36.67 USD | |
| 28 Apr 2017 | EXERCISE | ATHENAHEALTH INC | 5,000 | 36.67 USD | |
| 28 Apr 2017 | SALE | ATHENAHEALTH INC | 100 | 101.83 USD | anomaly |
1 purchase reported after at least 12 months of silence — most recent on 07 Jun 2012.