Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Synchrony Financial | 130,875 | reported | 12 Nov 2020 | tx 30+177,741−50,105 |
| PATHWARD FINANCIAL, INC. | 4,050 | reported | 24 Feb 2026 | tx 4+6,550−2,500 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 24 Feb 2026 | GRANT_AWARD | PATHWARD FINANCIAL, INC. | 1,650 | 0.00 USD | |
| 28 Oct 2025 | SALE | PATHWARD FINANCIAL, INC. | 2,500 | 69.34 USD | |
| 25 Feb 2025 | GRANT_AWARD | PATHWARD FINANCIAL, INC. | 1,950 | 0.00 USD | |
| 27 Feb 2024 | GRANT_AWARD | PATHWARD FINANCIAL, INC. | 2,950 | 0.00 USD | |
| 12 Nov 2020 | GRANT_AWARD | Synchrony Financial | 627 | 29.11 USD | |
| 13 Aug 2020 | GRANT_AWARD | Synchrony Financial | 732 | 24.70 USD | |
| 14 May 2020 | GRANT_AWARD | Synchrony Financial | 1,046 | 17.07 USD | |
| 01 Apr 2020 | TAX_WITHHOLDING | Synchrony Financial | 8,592 | 14.51 USD | |
| 01 Mar 2020 | GRANT_AWARD | Synchrony Financial | 34,021 | 29.10 USD | |
| 01 Mar 2020 | TAX_WITHHOLDING | Synchrony Financial | 4,776 | 29.10 USD | |
| 13 Feb 2020 | GRANT_AWARD | Synchrony Financial | 491 | 33.82 USD | |
| 31 Dec 2019 | GRANT_AWARD | Synchrony Financial | 3,234 | 0.00 USD | deriv |
| 29 Jan 2020 | TAX_WITHHOLDING | Synchrony Financial | 5,401 | 32.57 USD | |
| 29 Jan 2020 | GRANT_AWARD | Synchrony Financial | 16,869 | 0.00 USD | |
| 14 Nov 2019 | GRANT_AWARD | Synchrony Financial | 450 | 36.73 USD | |
| 15 Aug 2019 | GRANT_AWARD | Synchrony Financial | 501 | — | |
| 16 May 2019 | GRANT_AWARD | Synchrony Financial | 442 | — | |
| 01 Apr 2019 | TAX_WITHHOLDING | Synchrony Financial | 9,146 | 32.58 USD | |
| 01 Apr 2019 | GRANT_AWARD | Synchrony Financial | 1,651 | 32.58 USD | |
| 01 Mar 2019 | GRANT_AWARD | Synchrony Financial | 30,155 | 32.46 USD | |
| 01 Mar 2019 | SALE | Synchrony Financial | 6,896 | 32.83 USD | |
| 14 Feb 2019 | GRANT_AWARD | Synchrony Financial | 420 | 30.83 USD | |
| 31 Dec 2018 | GRANT_AWARD | Synchrony Financial | 7,360 | 0.00 USD | deriv |
| 23 Jan 2019 | TAX_WITHHOLDING | Synchrony Financial | 8,657 | 29.40 USD | |
| 23 Jan 2019 | GRANT_AWARD | Synchrony Financial | 18,425 | 0.00 USD |