Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| FIRSTMERIT CORP /OH/ | 3,784.79 | reported | 28 Feb 2007 | tx 47+78,784.611−51,900 |
| Live Oak Bancshares, Inc. | 2,486 | reported | 19 May 2026 | tx 33+49,132−110,609 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 19 May 2026 | GRANT_AWARD | Live Oak Bancshares, Inc. | 2,486 | 0.00 USD | deriv |
| 01 May 2026 | EXERCISE | Live Oak Bancshares, Inc. | 2,946 | — | |
| 01 May 2026 | EXERCISE | Live Oak Bancshares, Inc. | 2,946 | 0.00 USD | deriv |
| 29 Oct 2025 | GIFT | Live Oak Bancshares, Inc. | 3,000 | 0.00 USD | |
| 18 Aug 2025 | PURCHASE | Live Oak Bancshares, Inc. | 4,000 | 25.12 USD | first after silence |
| 20 May 2025 | GRANT_AWARD | Live Oak Bancshares, Inc. | 2,946 | 0.00 USD | deriv |
| 01 May 2025 | EXERCISE | Live Oak Bancshares, Inc. | 2,327 | — | |
| 01 May 2025 | EXERCISE | Live Oak Bancshares, Inc. | 2,327 | 0.00 USD | deriv |
| 30 Jul 2024 | GIFT | Live Oak Bancshares, Inc. | 3,750 | 0.00 USD | |
| 21 May 2024 | GRANT_AWARD | Live Oak Bancshares, Inc. | 2,327 | 0.00 USD | deriv |
| 01 May 2024 | EXERCISE | Live Oak Bancshares, Inc. | 3,625 | — | |
| 01 May 2024 | EXERCISE | Live Oak Bancshares, Inc. | 3,625 | 0.00 USD | deriv |
| 02 Aug 2023 | GIFT | Live Oak Bancshares, Inc. | 4,350 | 0.00 USD | |
| 16 May 2023 | GRANT_AWARD | Live Oak Bancshares, Inc. | 3,625 | 0.00 USD | deriv |
| 12 May 2023 | PURCHASE | Live Oak Bancshares, Inc. | 5,000 | 20.02 USD | first after silence |
| 01 May 2023 | EXERCISE | Live Oak Bancshares, Inc. | 2,050 | — | |
| 01 May 2023 | EXERCISE | Live Oak Bancshares, Inc. | 2,050 | 0.00 USD | deriv |
| 14 Feb 2023 | GIFT | Live Oak Bancshares, Inc. | 2,000 | 0.00 USD | |
| 17 May 2022 | GRANT_AWARD | Live Oak Bancshares, Inc. | 2,050 | 0.00 USD | deriv |
| 01 May 2022 | EXERCISE | Live Oak Bancshares, Inc. | 1,229 | — | |
| 01 May 2022 | EXERCISE | Live Oak Bancshares, Inc. | 1,229 | 0.00 USD | deriv |
| 22 Feb 2022 | EXERCISE | Live Oak Bancshares, Inc. | 246 | — | |
| 22 Feb 2022 | TAX_WITHHOLDING | Live Oak Bancshares, Inc. | 86 | 60.47 USD | |
| 22 Feb 2022 | EXERCISE | Live Oak Bancshares, Inc. | 246 | 0.00 USD | deriv |
| 05 Nov 2021 | GIFT | Live Oak Bancshares, Inc. | 500 | 0.00 USD |
2 purchases reported after at least 12 months of silence — most recent on 18 Aug 2025.