Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| WisdomTree, Inc. | 1,110,245 | reported | 20 May 2026 | tx 83+3,459,877−2,467,733 |
| E TRADE FINANCIAL CORP | 701,933 | reported | 22 Apr 2008 | tx 33+1,225,186−973,501 |
| INVESTMENT TECHNOLOGY GROUP INC | 0 | reported | 01 Mar 2019 | tx 11+88,610−88,610 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 20 May 2026 | SALE | WisdomTree, Inc. | 30,000 | 18.99 USD | 10b5-1 |
| 25 Feb 2026 | SALE | WisdomTree, Inc. | 30,000 | 16.84 USD | |
| 23 Feb 2026 | GRANT_AWARD | WisdomTree, Inc. | 25,220 | 0.00 USD | deriv |
| 27 Jan 2026 | EXERCISE | WisdomTree, Inc. | 350,395 | 0.00 USD | |
| 27 Jan 2026 | TAX_WITHHOLDING | WisdomTree, Inc. | 179,207 | 0.00 USD | |
| 27 Jan 2026 | EXERCISE | WisdomTree, Inc. | 350,395 | 0.00 USD | deriv |
| 25 Jan 2026 | TAX_WITHHOLDING | WisdomTree, Inc. | 70,932 | 0.00 USD | |
| 25 Jan 2026 | GRANT_AWARD | WisdomTree, Inc. | 71,351 | 0.00 USD | |
| 25 Jan 2026 | GRANT_AWARD | WisdomTree, Inc. | 71,351 | 0.00 USD | deriv |
| 25 Nov 2025 | SALE | WisdomTree, Inc. | 12,500 | 11.01 USD | |
| 12 Nov 2025 | SALE | WisdomTree, Inc. | 25,000 | 11.77 USD | |
| 26 Aug 2025 | SALE | WisdomTree, Inc. | 12,500 | 13.21 USD | |
| 12 Aug 2025 | SALE | WisdomTree, Inc. | 25,000 | 13.33 USD | |
| 27 Jan 2025 | TAX_WITHHOLDING | WisdomTree, Inc. | 81,141 | 0.00 USD | |
| 27 Jan 2025 | EXERCISE | WisdomTree, Inc. | 157,526 | 0.00 USD | |
| 27 Jan 2025 | EXERCISE | WisdomTree, Inc. | 157,526 | 0.00 USD | deriv |
| 25 Jan 2025 | GRANT_AWARD | WisdomTree, Inc. | 107,821 | 0.00 USD | |
| 25 Jan 2025 | TAX_WITHHOLDING | WisdomTree, Inc. | 62,296 | 0.00 USD | |
| 25 Jan 2025 | GRANT_AWARD | WisdomTree, Inc. | 107,821 | 0.00 USD | deriv |
| 29 Jan 2024 | TAX_WITHHOLDING | WisdomTree, Inc. | 76,016 | 0.00 USD | |
| 29 Jan 2024 | EXERCISE | WisdomTree, Inc. | 143,386 | 0.00 USD | |
| 29 Jan 2024 | EXERCISE | WisdomTree, Inc. | 143,386 | 0.00 USD | deriv |
| 25 Jan 2024 | TAX_WITHHOLDING | WisdomTree, Inc. | 48,212 | 0.00 USD | |
| 25 Jan 2024 | GRANT_AWARD | WisdomTree, Inc. | 164,537 | 0.00 USD | |
| 25 Jan 2024 | GRANT_AWARD | WisdomTree, Inc. | 164,537 | 0.00 USD | deriv |
3 purchases reported after at least 12 months of silence — most recent on 29 Oct 2019.