Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| VERIZON COMMUNICATIONS INC | 306,974.82 | reported | 31 Dec 2015 | tx 210+407,812.66−342,368.71 |
| Casa Systems Inc | 168,317 | reported | 15 Jun 2023 | tx 42+684,052−134,105 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 Jun 2023 | GRANT_AWARD | Casa Systems Inc | 168,317 | 0.00 USD | deriv |
| 15 Jun 2023 | GRANT_AWARD | Casa Systems Inc | 247,525 | 0.00 USD | deriv |
| 18 May 2023 | EXERCISE | Casa Systems Inc | 40,285 | — | |
| 18 May 2023 | EXERCISE | Casa Systems Inc | 40,285 | 0.00 USD | deriv |
| 14 Jun 2022 | EXERCISE | Casa Systems Inc | 16,043 | — | |
| 14 Jun 2022 | EXERCISE | Casa Systems Inc | 16,043 | 0.00 USD | deriv |
| 18 May 2022 | GRANT_AWARD | Casa Systems Inc | 40,285 | 0.00 USD | deriv |
| 14 Jun 2021 | GRANT_AWARD | Casa Systems Inc | 16,043 | 0.00 USD | deriv |
| 20 May 2021 | EXERCISE | Casa Systems Inc | 35,714 | — | |
| 20 May 2021 | EXERCISE | Casa Systems Inc | 35,714 | 0.00 USD | deriv |
| 08 Mar 2021 | EXERCISE | Casa Systems Inc | 1,007 | — | |
| 08 Mar 2021 | EXERCISE | Casa Systems Inc | 1,007 | 0.00 USD | deriv |
| 08 Dec 2020 | EXERCISE | Casa Systems Inc | 1,005 | — | |
| 08 Dec 2020 | EXERCISE | Casa Systems Inc | 1,005 | 0.00 USD | deriv |
| 08 Sept 2020 | EXERCISE | Casa Systems Inc | 1,005 | — | |
| 08 Sept 2020 | EXERCISE | Casa Systems Inc | 1,005 | 0.00 USD | deriv |
| 20 May 2020 | GRANT_AWARD | Casa Systems Inc | 35,714 | 0.00 USD | deriv |
| 08 Jun 2020 | EXERCISE | Casa Systems Inc | 1,005 | — | |
| 08 Jun 2020 | EXERCISE | Casa Systems Inc | 1,005 | 0.00 USD | deriv |
| 16 May 2020 | EXERCISE | Casa Systems Inc | 22,831 | — | |
| 16 May 2020 | EXERCISE | Casa Systems Inc | 22,831 | 0.00 USD | deriv |
| 08 Mar 2020 | EXERCISE | Casa Systems Inc | 1,005 | — | |
| 08 Mar 2020 | EXERCISE | Casa Systems Inc | 1,005 | 0.00 USD | deriv |
| 08 Dec 2019 | EXERCISE | Casa Systems Inc | 1,005 | — | |
| 08 Dec 2019 | EXERCISE | Casa Systems Inc | 1,005 | 0.00 USD | deriv |