Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Evolent Health, Inc. | 61,501 | reported | 05 Jun 2025 | tx 7+61,501 |
| Oak Street Health, Inc. | 0 | reported | 02 May 2023 | tx 8+146,961−167,707 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 05 Jun 2025 | GRANT_AWARD | Evolent Health, Inc. | 21,979 | 0.00 USD | |
| 07 Mar 2025 | PURCHASE | Evolent Health, Inc. | 10,540 | 9.44 USD | first after silence |
| 06 Jun 2024 | GRANT_AWARD | Evolent Health, Inc. | 7,709 | 0.00 USD | |
| 08 Jun 2023 | GRANT_AWARD | Evolent Health, Inc. | 5,049 | 0.00 USD | |
| 02 May 2023 | OTHER | Oak Street Health, Inc. | 94,960 | 39.00 USD | |
| 02 May 2023 | OTHER | Oak Street Health, Inc. | 62,374 | 18.00 USD | deriv |
| 23 Apr 2023 | GRANT_AWARD | Oak Street Health, Inc. | 5,140 | 0.00 USD | |
| 09 Jun 2022 | GRANT_AWARD | Evolent Health, Inc. | 5,564 | 0.00 USD | |
| 27 Apr 2022 | GRANT_AWARD | Oak Street Health, Inc. | 10,373 | 0.00 USD | |
| 04 Nov 2021 | GRANT_AWARD | Oak Street Health, Inc. | 4,447 | 0.00 USD | |
| 10 Jun 2021 | GRANT_AWARD | Evolent Health, Inc. | 7,785 | 0.00 USD | |
| 05 May 2021 | GRANT_AWARD | Oak Street Health, Inc. | 70,000 | 0.00 USD | |
| 01 Feb 2021 | GRANT_AWARD | Evolent Health, Inc. | 2,875 | 0.00 USD | |
| 10 Aug 2020 | PURCHASE | Oak Street Health, Inc. | 5,000 | 21.00 USD |
1 purchase reported after at least 12 months of silence — most recent on 07 Mar 2025.