Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| TIPTREE INC. | 119,695 | reported | 13 Mar 2009 | tx 5+141,135 |
| HEALTHPEAK PROPERTIES, INC. | 20,000 | reported | 01 Nov 2006 | tx 5+89,740−6,214 |
| REGIONAL HEALTH PROPERTIES, INC | 3,000 | reported | 16 Jan 2026 | tx 1+3,000 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 16 Jan 2026 | GRANT_AWARD | REGIONAL HEALTH PROPERTIES, INC | 3,000 | 0.00 USD | deriv |
| 12 Mar 2009 | GRANT_AWARD | TIPTREE INC. | 21,440 | 0.00 USD | |
| 12 May 2008 | GRANT_AWARD | TIPTREE INC. | 23,255 | 0.00 USD | |
| 08 Apr 2008 | GRANT_AWARD | TIPTREE INC. | 35,000 | 0.00 USD | |
| 27 Jun 2007 | GRANT_AWARD | TIPTREE INC. | 40,000 | — | |
| 01 Nov 2006 | EXERCISE | HEALTHPEAK PROPERTIES, INC. | 5,000 | 25.66 USD | |
| 01 Nov 2006 | EXERCISE | HEALTHPEAK PROPERTIES, INC. | 5,000 | 0.00 USD | deriv |
| 01 Jun 2006 | TAX_WITHHOLDING | HEALTHPEAK PROPERTIES, INC. | 1,214 | 26.30 USD | |
| 03 Feb 2006 | GRANT_AWARD | HEALTHPEAK PROPERTIES, INC. | 42,370 | 0.00 USD | deriv |
| 03 Feb 2006 | GRANT_AWARD | HEALTHPEAK PROPERTIES, INC. | 42,370 | 0.00 USD | deriv |