Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| FIRST HORIZON CORP | 383,768 | reported | 29 Jul 2021 | tx 173+1,642,340−1,038,454 |
| Live Oak Bancshares, Inc. | 212,278 | reported | 17 Feb 2026 | tx 57+866,501−513,246 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 17 Feb 2026 | TAX_WITHHOLDING | Live Oak Bancshares, Inc. | 562 | 40.75 USD | |
| 17 Feb 2026 | EXERCISE | Live Oak Bancshares, Inc. | 1,264 | — | |
| 17 Feb 2026 | EXERCISE | Live Oak Bancshares, Inc. | 1,264 | 0.00 USD | deriv |
| 12 Feb 2026 | EXERCISE | Live Oak Bancshares, Inc. | 11,016 | — | |
| 13 Feb 2026 | TAX_WITHHOLDING | Live Oak Bancshares, Inc. | 7,965 | 40.54 USD | |
| 13 Feb 2026 | EXERCISE | Live Oak Bancshares, Inc. | 17,923 | — | |
| 12 Feb 2026 | TAX_WITHHOLDING | Live Oak Bancshares, Inc. | 4,896 | 40.22 USD | |
| 12 Feb 2026 | EXERCISE | Live Oak Bancshares, Inc. | 11,016 | 0.00 USD | deriv |
| 13 Feb 2026 | EXERCISE | Live Oak Bancshares, Inc. | 17,923 | 0.00 USD | deriv |
| 10 Feb 2026 | TAX_WITHHOLDING | Live Oak Bancshares, Inc. | 4,105 | 41.04 USD | |
| 10 Feb 2026 | EXERCISE | Live Oak Bancshares, Inc. | 9,030 | — | |
| 09 Feb 2026 | GRANT_AWARD | Live Oak Bancshares, Inc. | 52,694 | 0.00 USD | deriv |
| 10 Feb 2026 | EXERCISE | Live Oak Bancshares, Inc. | 9,030 | 0.00 USD | deriv |
| 25 Aug 2025 | EXERCISE | Live Oak Bancshares, Inc. | 50,000 | — | |
| 25 Aug 2025 | TAX_WITHHOLDING | Live Oak Bancshares, Inc. | 22,221 | 37.70 USD | |
| 25 Aug 2025 | EXERCISE | Live Oak Bancshares, Inc. | 50,000 | 0.00 USD | deriv |
| 11 Aug 2025 | EXERCISE | Live Oak Bancshares, Inc. | 42,000 | — | |
| 11 Aug 2025 | TAX_WITHHOLDING | Live Oak Bancshares, Inc. | 18,665 | 31.83 USD | |
| 11 Aug 2025 | EXERCISE | Live Oak Bancshares, Inc. | 42,000 | 0.00 USD | deriv |
| 14 Feb 2025 | TAX_WITHHOLDING | Live Oak Bancshares, Inc. | 7,965 | 34.92 USD | |
| 14 Feb 2025 | EXERCISE | Live Oak Bancshares, Inc. | 17,923 | — | |
| 14 Feb 2025 | EXERCISE | Live Oak Bancshares, Inc. | 1,264 | — | |
| 14 Feb 2025 | TAX_WITHHOLDING | Live Oak Bancshares, Inc. | 562 | 33.93 USD | |
| 14 Feb 2025 | EXERCISE | Live Oak Bancshares, Inc. | 1,264 | 0.00 USD | deriv |
| 14 Feb 2025 | EXERCISE | Live Oak Bancshares, Inc. | 17,923 | 0.00 USD | deriv |