Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Oportun Financial Corp | 93,930 | reported | 21 Aug 2025 | tx 12+99,287−8,212 |
| RITE AID CORP | 61,996 | reported | 27 Jul 2022 | tx 5+210,048 |
| LITHIA MOTORS INC | 5,679 | reported | 22 Aug 2025 | tx 16+8,931−2,181 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 22 Aug 2025 | SALE | LITHIA MOTORS INC | 250 | 324.06 USD | |
| 21 Aug 2025 | GRANT_AWARD | Oportun Financial Corp | 3,644 | — | |
| 18 Jul 2025 | GRANT_AWARD | Oportun Financial Corp | 18,090 | — | |
| 24 Apr 2025 | GRANT_AWARD | LITHIA MOTORS INC | 672 | 0.00 USD | |
| 13 Nov 2024 | SALE | LITHIA MOTORS INC | 200 | 373.62 USD | |
| 15 Aug 2024 | SALE | LITHIA MOTORS INC | 300 | 284.23 USD | |
| 26 Jun 2024 | GRANT_AWARD | Oportun Financial Corp | 26,687 | — | |
| 23 Apr 2024 | GRANT_AWARD | LITHIA MOTORS INC | 704 | 0.00 USD | |
| 06 Jun 2023 | GRANT_AWARD | Oportun Financial Corp | 19,441 | — | |
| 20 Apr 2023 | GRANT_AWARD | LITHIA MOTORS INC | 779 | 0.00 USD | |
| 27 Jul 2022 | GRANT_AWARD | RITE AID CORP | 21,505 | 0.00 USD | |
| 14 Jun 2022 | GRANT_AWARD | Oportun Financial Corp | 12,551 | — | |
| 27 Apr 2022 | GRANT_AWARD | LITHIA MOTORS INC | 541 | 0.00 USD | |
| 15 Mar 2022 | SALE | LITHIA MOTORS INC | 250 | 321.03 USD | |
| 14 Mar 2022 | SALE | Oportun Financial Corp | 5,357 | 13.76 USD | |
| 07 Jul 2021 | GRANT_AWARD | RITE AID CORP | 10,617 | 0.00 USD | |
| 08 Jun 2021 | GRANT_AWARD | Oportun Financial Corp | 6,010 | — | |
| 29 Apr 2021 | GRANT_AWARD | LITHIA MOTORS INC | 413 | 0.00 USD | |
| 09 Mar 2021 | SALE | LITHIA MOTORS INC | 350 | 381.02 USD | |
| 28 Aug 2020 | SALE | LITHIA MOTORS INC | 381 | 245.06 USD | |
| 08 Jul 2020 | GRANT_AWARD | RITE AID CORP | 6,682 | 0.00 USD | |
| 08 Jun 2020 | EXERCISE | Oportun Financial Corp | 714 | 0.00 USD | |
| 08 Jun 2020 | EXERCISE | Oportun Financial Corp | 714 | 0.00 USD | deriv |
| 03 Jun 2020 | GRANT_AWARD | Oportun Financial Corp | 10,009 | 0.00 USD | |
| 23 Apr 2020 | GRANT_AWARD | LITHIA MOTORS INC | 1,555 | 0.00 USD |