Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| HEALTHEQUITY, INC. | 111,849 | reported | 25 Mar 2026 | tx 10+68,956−21,995 |
| CHECKPOINT SYSTEMS INC | 0 | reported | 13 May 2016 | tx 10+184,047−186,656 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 25 Mar 2026 | GRANT_AWARD | HEALTHEQUITY, INC. | 27,283 | 0.00 USD | |
| 09 Jan 2026 | TAX_WITHHOLDING | HEALTHEQUITY, INC. | 2,470 | 95.24 USD | |
| 06 Oct 2025 | TAX_WITHHOLDING | HEALTHEQUITY, INC. | 2,393 | 88.57 USD | |
| 03 Jul 2025 | TAX_WITHHOLDING | HEALTHEQUITY, INC. | 2,375 | 100.87 USD | |
| 02 Apr 2025 | GRANT_AWARD | HEALTHEQUITY, INC. | 19,721 | 0.00 USD | |
| 03 Apr 2025 | TAX_WITHHOLDING | HEALTHEQUITY, INC. | 4,212 | 83.88 USD | |
| 07 Jan 2025 | TAX_WITHHOLDING | HEALTHEQUITY, INC. | 1,848 | 97.54 USD | |
| 03 Oct 2024 | TAX_WITHHOLDING | HEALTHEQUITY, INC. | 1,772 | 78.25 USD | |
| 10 Sept 2024 | TAX_WITHHOLDING | HEALTHEQUITY, INC. | 6,925 | 76.22 USD | |
| 27 Mar 2024 | GRANT_AWARD | HEALTHEQUITY, INC. | 21,952 | 0.00 USD | |
| 13 May 2016 | OTHER | CHECKPOINT SYSTEMS INC | 50,656 | — | |
| 13 May 2016 | OTHER | CHECKPOINT SYSTEMS INC | 36,000 | — | deriv |
| 13 May 2016 | OTHER | CHECKPOINT SYSTEMS INC | 100,000 | — | deriv |
| 29 Feb 2016 | GRANT_AWARD | CHECKPOINT SYSTEMS INC | 36,000 | 0.00 USD | deriv |
| 29 Feb 2016 | GRANT_AWARD | CHECKPOINT SYSTEMS INC | 36,000 | 0.00 USD | deriv |
| 10 Nov 2015 | GRANT_AWARD | CHECKPOINT SYSTEMS INC | 100,000 | 0.00 USD | deriv |
| 11 May 2015 | GRANT_AWARD | CHECKPOINT SYSTEMS INC | 7,440 | 0.00 USD | deriv |
| 11 May 2015 | GRANT_AWARD | CHECKPOINT SYSTEMS INC | 3,350 | 0.00 USD | deriv |
| 30 Apr 2015 | GRANT_AWARD | CHECKPOINT SYSTEMS INC | 1,231 | 10.36 USD | |
| 10 Apr 2015 | GRANT_AWARD | CHECKPOINT SYSTEMS INC | 26 | 11.24 USD |