Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| STEM, INC. | 27,450 | reported | 10 Mar 2026 | tx 70+1,560,912−355,369 |
| SLB LIMITED/NV | 19,284 | reported | 12 Mar 2021 | tx 27+86,587−29,418 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 07 Mar 2026 | EXERCISE | STEM, INC. | 2,916 | — | |
| 10 Mar 2026 | SALE | STEM, INC. | 942 | 11.12 USD | |
| 07 Mar 2026 | EXERCISE | STEM, INC. | 2,916 | 0.00 USD | deriv |
| 03 Mar 2026 | SALE | STEM, INC. | 292 | 9.67 USD | |
| 01 Mar 2026 | EXERCISE | STEM, INC. | 904 | — | |
| 26 Feb 2026 | GRANT_AWARD | STEM, INC. | 12,000 | 0.00 USD | deriv |
| 01 Mar 2026 | EXERCISE | STEM, INC. | 904 | 0.00 USD | deriv |
| 26 Feb 2026 | GRANT_AWARD | STEM, INC. | 18,000 | 0.00 USD | deriv |
| 19 Feb 2026 | TAX_WITHHOLDING | STEM, INC. | 536 | 11.30 USD | |
| 15 Feb 2026 | EXERCISE | STEM, INC. | 1,790 | — | |
| 15 Feb 2026 | EXERCISE | STEM, INC. | 1,790 | 0.00 USD | deriv |
| 10 Nov 2025 | TAX_WITHHOLDING | STEM, INC. | 3,379 | 18.27 USD | |
| 07 Nov 2025 | EXERCISE | STEM, INC. | 13,750 | — | |
| 07 Nov 2025 | EXERCISE | STEM, INC. | 13,750 | 0.00 USD | deriv |
| 28 Jul 2025 | GRANT_AWARD | STEM, INC. | 10,000 | 0.00 USD | deriv |
| 28 Jul 2025 | GRANT_AWARD | STEM, INC. | 10,000 | 0.00 USD | deriv |
| 30 Jun 2025 | GRANT_AWARD | STEM, INC. | 5,500 | 0.00 USD | deriv |
| 30 Jun 2025 | GRANT_AWARD | STEM, INC. | 11,000 | 0.00 USD | deriv |
| 30 Jun 2025 | GRANT_AWARD | STEM, INC. | 5,500 | 0.00 USD | deriv |
| 02 May 2025 | SALE | STEM, INC. | 809 | 0.53 USD | |
| 01 May 2025 | EXERCISE | STEM, INC. | 3,453 | 0.00 USD | |
| 01 May 2025 | EXERCISE | STEM, INC. | 3,453 | 0.00 USD | deriv |
| 11 Mar 2025 | EXERCISE | STEM, INC. | 58,334 | 0.00 USD | |
| 06 Mar 2025 | EXERCISE | STEM, INC. | 18,087 | 0.00 USD | |
| 06 Mar 2025 | EXERCISE | STEM, INC. | 18,087 | 0.00 USD | deriv |