Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Legence Corp. | 15,960 | reported | 11 Jun 2026 | tx 3+15,960 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 11 Jun 2026 | GRANT_AWARD | Legence Corp. | 1,675 | 0.00 USD | |
| 15 Sept 2025 | GRANT_AWARD | Legence Corp. | 5,357 | 0.00 USD | |
| 15 Sept 2025 | PURCHASE | Legence Corp. | 8,928 | 28.00 USD |