Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| LPL Financial Holdings Inc. | 11,758 | reported | 15 May 2026 | tx 42+11,758 |
| BILL Holdings, Inc. | 3,639 | reported | 11 Dec 2025 | tx 67+67,380−101,871 |
| Fleetmatics Group plc | 0 | reported | 07 Nov 2016 | tx 15+23,576−23,576 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 May 2026 | GRANT_AWARD | LPL Financial Holdings Inc. | 712 | 0.00 USD | |
| 24 Mar 2026 | GRANT_AWARD | LPL Financial Holdings Inc. | 3 | 0.00 USD | |
| 11 Dec 2025 | GRANT_AWARD | BILL Holdings, Inc. | 3,639 | 0.00 USD | deriv |
| 05 Dec 2025 | EXERCISE | BILL Holdings, Inc. | 2,095 | — | |
| 05 Dec 2025 | EXERCISE | BILL Holdings, Inc. | 2,095 | 0.00 USD | deriv |
| 01 Dec 2025 | GRANT_AWARD | LPL Financial Holdings Inc. | 2 | 0.00 USD | |
| 29 Aug 2025 | GRANT_AWARD | LPL Financial Holdings Inc. | 2 | 0.00 USD | |
| 12 Jun 2025 | GRANT_AWARD | LPL Financial Holdings Inc. | 2 | 0.00 USD | |
| 23 May 2025 | GRANT_AWARD | LPL Financial Holdings Inc. | 602 | 0.00 USD | |
| 25 Mar 2025 | GRANT_AWARD | LPL Financial Holdings Inc. | 2 | 0.00 USD | |
| 05 Dec 2024 | EXERCISE | BILL Holdings, Inc. | 2,883 | — | |
| 05 Dec 2024 | EXERCISE | BILL Holdings, Inc. | 2,883 | 0.00 USD | deriv |
| 05 Dec 2024 | GRANT_AWARD | BILL Holdings, Inc. | 2,095 | 0.00 USD | deriv |
| 02 Dec 2024 | GRANT_AWARD | LPL Financial Holdings Inc. | 2 | 0.00 USD | |
| 23 Aug 2024 | GRANT_AWARD | LPL Financial Holdings Inc. | 6 | 0.00 USD | |
| 04 Jun 2024 | GRANT_AWARD | LPL Financial Holdings Inc. | 4 | 0.00 USD | |
| 10 May 2024 | GRANT_AWARD | LPL Financial Holdings Inc. | 699 | 0.00 USD | |
| 26 Mar 2024 | GRANT_AWARD | LPL Financial Holdings Inc. | 4 | 0.00 USD | |
| 07 Dec 2023 | EXERCISE | BILL Holdings, Inc. | 1,733 | — | |
| 07 Dec 2023 | EXERCISE | BILL Holdings, Inc. | 1,733 | 0.00 USD | deriv |
| 07 Dec 2023 | GRANT_AWARD | BILL Holdings, Inc. | 2,883 | 0.00 USD | deriv |
| 27 Nov 2023 | GRANT_AWARD | LPL Financial Holdings Inc. | 1 | 0.00 USD | |
| 27 Nov 2023 | GRANT_AWARD | LPL Financial Holdings Inc. | 5 | 0.00 USD | |
| 25 Aug 2023 | GRANT_AWARD | LPL Financial Holdings Inc. | 1 | 0.00 USD | |
| 25 Aug 2023 | GRANT_AWARD | LPL Financial Holdings Inc. | 5 | 0.00 USD |