Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Apollo Realty Income Solutions, Inc. | 3,597.84 | reported | 01 Apr 2025 | tx 1+1,170.17 |
| SoFi Technologies, Inc. | 2,823 | reported | 25 Jul 2025 | tx 7+71,281−44,921 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 25 Jul 2025 | GRANT_AWARD | SoFi Technologies, Inc. | 2,823 | 0.00 USD | deriv |
| 09 Jun 2025 | GRANT_AWARD | SoFi Technologies, Inc. | 5,149 | — | deriv |
| 10 Jun 2025 | GRANT_AWARD | SoFi Technologies, Inc. | 18,388 | — | deriv |
| 28 May 2025 | EXERCISE | SoFi Technologies, Inc. | 35,034 | — | |
| 28 May 2025 | EXERCISE | SoFi Technologies, Inc. | 9,887 | — | |
| 28 May 2025 | EXERCISE | SoFi Technologies, Inc. | 35,034 | 0.00 USD | deriv |
| 28 May 2025 | EXERCISE | SoFi Technologies, Inc. | 9,887 | 0.00 USD | deriv |
| 01 Apr 2025 | GRANT_AWARD | Apollo Realty Income Solutions, Inc. | 1,170.17 | 0.00 USD |