Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Lumen Technologies, Inc. | 34,191 | reported | 22 May 2019 | tx 4+34,191 |
| Evergy, Inc. | 4,625 | reported | 06 May 2026 | tx 8+14,683−1,170 |
| TYLER TECHNOLOGIES INC | 1,786 | reported | 14 Jun 2023 | tx 10+4,112−2,436 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 06 May 2026 | GRANT_AWARD | Evergy, Inc. | 1,961 | 0.00 USD | deriv |
| 07 May 2025 | GRANT_AWARD | Evergy, Inc. | 2,311 | 0.00 USD | |
| 08 May 2024 | GRANT_AWARD | Evergy, Inc. | 2,847 | 0.00 USD | |
| 14 Jun 2023 | SALE | TYLER TECHNOLOGIES INC | 325 | 388.44 USD | |
| 14 Jun 2023 | SALE | Evergy, Inc. | 1,170 | 59.62 USD | |
| 12 May 2023 | EXERCISE | TYLER TECHNOLOGIES INC | 724 | — | |
| 11 May 2023 | GRANT_AWARD | TYLER TECHNOLOGIES INC | 643 | 0.00 USD | deriv |
| 12 May 2023 | EXERCISE | TYLER TECHNOLOGIES INC | 724 | 0.00 USD | deriv |
| 03 May 2023 | GRANT_AWARD | Evergy, Inc. | 2,523 | 0.00 USD | |
| 11 May 2022 | EXERCISE | TYLER TECHNOLOGIES INC | 634 | — | |
| 12 May 2022 | GRANT_AWARD | TYLER TECHNOLOGIES INC | 724 | 0.00 USD | deriv |
| 11 May 2022 | EXERCISE | TYLER TECHNOLOGIES INC | 634 | 0.00 USD | deriv |
| 04 May 2022 | GRANT_AWARD | Evergy, Inc. | 2,152 | 0.00 USD | |
| 03 Jan 2022 | GRANT_AWARD | Evergy, Inc. | 705 | 0.00 USD | |
| 12 May 2021 | EXERCISE | TYLER TECHNOLOGIES INC | 753 | — | |
| 11 May 2021 | GRANT_AWARD | TYLER TECHNOLOGIES INC | 634 | 0.00 USD | deriv |
| 12 May 2021 | EXERCISE | TYLER TECHNOLOGIES INC | 753 | 0.00 USD | deriv |
| 01 Apr 2021 | GRANT_AWARD | Evergy, Inc. | 2,184 | 0.00 USD | deriv |
| 22 May 2019 | GRANT_AWARD | Lumen Technologies, Inc. | 14,706 | 0.00 USD | |
| 24 May 2018 | GRANT_AWARD | Lumen Technologies, Inc. | 8,744 | 0.00 USD | |
| 25 May 2017 | GRANT_AWARD | Lumen Technologies, Inc. | 5,882 | 0.00 USD | |
| 19 May 2016 | GRANT_AWARD | Lumen Technologies, Inc. | 4,859 | 0.00 USD |