Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| ONE STOP SYSTEMS, INC. | 49,690 | reported | 01 Jul 2024 | tx 8+56,854−6,164 |
| VICON INDUSTRIES INC /NY/ | 7,500 | reported | 09 Jun 2015 | tx 2+17,909 |
| Guild Holdings Co | 0 | reported | 28 Nov 2025 | tx 12+35,737.12−35,738 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 28 Nov 2025 | OTHER | Guild Holdings Co | 27,877 | — | |
| 28 Nov 2025 | OTHER | Guild Holdings Co | 98 | — | deriv |
| 28 Nov 2025 | OTHER | Guild Holdings Co | 7,763 | — | deriv |
| 02 Sept 2025 | GRANT_AWARD | Guild Holdings Co | 97 | 0.00 USD | |
| 27 May 2025 | GRANT_AWARD | Guild Holdings Co | 7,763 | 14.17 USD | |
| 31 Mar 2025 | GRANT_AWARD | Guild Holdings Co | 252 | 0.00 USD | |
| 01 Jul 2024 | GRANT_AWARD | ONE STOP SYSTEMS, INC. | 21,000 | 0.00 USD | |
| 06 Jun 2024 | PURCHASE | Guild Holdings Co | 589.12 | 16.12 USD | first after silence |
| 06 Jun 2024 | GRANT_AWARD | Guild Holdings Co | 246 | 0.00 USD | |
| 08 May 2024 | GRANT_AWARD | Guild Holdings Co | 7,796 | 0.00 USD | |
| 07 Sept 2023 | GRANT_AWARD | Guild Holdings Co | 463 | 11.25 USD | |
| 03 May 2023 | GRANT_AWARD | Guild Holdings Co | 10,417 | 0.00 USD | |
| 01 Jul 2022 | GRANT_AWARD | Guild Holdings Co | 8,114 | 0.00 USD | |
| 17 Mar 2022 | GRANT_AWARD | ONE STOP SYSTEMS, INC. | 13,100 | 0.00 USD | |
| 29 Jun 2021 | PURCHASE | ONE STOP SYSTEMS, INC. | 1,000 | 5.66 USD | |
| 19 May 2021 | GRANT_AWARD | ONE STOP SYSTEMS, INC. | 8,666 | 0.00 USD | |
| 11 Feb 2021 | EXERCISE | ONE STOP SYSTEMS, INC. | 6,164 | 0.00 USD | |
| 11 Feb 2021 | EXERCISE | ONE STOP SYSTEMS, INC. | 6,164 | 0.00 USD | deriv |
| 24 Nov 2020 | PURCHASE | ONE STOP SYSTEMS, INC. | 760 | 2.50 USD | |
| 03 Aug 2020 | GRANT_AWARD | ONE STOP SYSTEMS, INC. | 6,164 | 0.00 USD | deriv |
| 09 Jun 2015 | GRANT_AWARD | VICON INDUSTRIES INC /NY/ | 7,500 | 0.00 USD | deriv |
| 29 Aug 2014 | GRANT_AWARD | VICON INDUSTRIES INC /NY/ | 10,409 | — |
1 purchase reported after at least 12 months of silence — most recent on 06 Jun 2024.