Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| CBIZ, Inc. | 146,832.95 | reported | 17 Mar 2026 | tx 8+147,325−1,647 |
| OPENLANE, Inc. | 14,303 | reported | 13 Nov 2024 | tx 7+311,552−17,654 |
| TESORO CORP /NEW/ | 2,218 | reported | 17 Feb 2016 | tx 5+2,113−1,748 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 17 Mar 2026 | TAX_WITHHOLDING | CBIZ, Inc. | 1,647 | 26.49 USD | |
| 13 Mar 2026 | PURCHASE | CBIZ, Inc. | 12,775 | 25.97 USD | |
| 06 Mar 2026 | GRANT_AWARD | CBIZ, Inc. | 65,941 | 0.00 USD | |
| 06 Mar 2026 | GRANT_AWARD | CBIZ, Inc. | 28,025 | 0.00 USD | |
| 26 Nov 2025 | PURCHASE | CBIZ, Inc. | 2,060 | 48.51 USD | |
| 04 Aug 2025 | PURCHASE | CBIZ, Inc. | 1,593 | 62.78 USD | |
| 17 Mar 2025 | GRANT_AWARD | CBIZ, Inc. | 25,917 | 0.00 USD | |
| 17 Mar 2025 | GRANT_AWARD | CBIZ, Inc. | 11,014 | 0.00 USD | |
| 13 Nov 2024 | PURCHASE | OPENLANE, Inc. | 4,985 | 20.06 USD | |
| 05 May 2024 | TAX_WITHHOLDING | OPENLANE, Inc. | 4,168 | 17.69 USD | |
| 05 May 2024 | EXERCISE | OPENLANE, Inc. | 13,486 | 0.00 USD | |
| 05 May 2024 | EXERCISE | OPENLANE, Inc. | 13,486 | 0.00 USD | deriv |
| 05 May 2023 | GRANT_AWARD | OPENLANE, Inc. | 53,222 | 0.00 USD | deriv |
| 05 May 2023 | GRANT_AWARD | OPENLANE, Inc. | 26,973 | 0.00 USD | deriv |
| 05 May 2023 | GRANT_AWARD | OPENLANE, Inc. | 212,886 | 0.00 USD | deriv |
| 17 Feb 2016 | TAX_WITHHOLDING | TESORO CORP /NEW/ | 426 | 70.52 USD | |
| 28 Jan 2016 | GRANT_AWARD | TESORO CORP /NEW/ | 1,297 | — | deriv |
| 02 Nov 2015 | SALE | TESORO CORP /NEW/ | 914 | 111.05 USD | |
| 17 Feb 2015 | TAX_WITHHOLDING | TESORO CORP /NEW/ | 408 | 83.26 USD | |
| 10 Feb 2015 | GRANT_AWARD | TESORO CORP /NEW/ | 816 | — | deriv |