Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Definitive Healthcare Corp. | 1,201,638 | reported | 07 Jan 2024 | tx 13+1,435,077−233,439 |
| COSTAR GROUP, INC. | 18,277 | reported | 09 Sept 2025 | tx 6+16,351 |
| CARDINAL HEALTH INC | 2,116 | reported | 05 Nov 2025 | tx 2+2,116 |
| ADVISORY BOARD CO | 0 | reported | 17 Nov 2017 | tx 332+1,970,479−2,424,763 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 05 Nov 2025 | GRANT_AWARD | CARDINAL HEALTH INC | 1,067 | 0.00 USD | |
| 09 Sept 2025 | GRANT_AWARD | COSTAR GROUP, INC. | 3,121 | 0.00 USD | |
| 15 Mar 2025 | GRANT_AWARD | CARDINAL HEALTH INC | 1,049 | 0.00 USD | |
| 17 Jul 2024 | GRANT_AWARD | COSTAR GROUP, INC. | 3,293 | 0.00 USD | |
| 07 Jan 2024 | TAX_WITHHOLDING | Definitive Healthcare Corp. | 14,207 | 9.00 USD | |
| 04 Nov 2023 | TAX_WITHHOLDING | Definitive Healthcare Corp. | 12,656 | 7.27 USD | |
| 30 Oct 2023 | GRANT_AWARD | COSTAR GROUP, INC. | 3,532 | 0.00 USD | |
| 07 Oct 2023 | TAX_WITHHOLDING | Definitive Healthcare Corp. | 20,016 | 7.20 USD | |
| 04 Aug 2023 | TAX_WITHHOLDING | Definitive Healthcare Corp. | 12,657 | 11.31 USD | |
| 07 Jul 2023 | TAX_WITHHOLDING | Definitive Healthcare Corp. | 20,016 | 10.67 USD | |
| 04 May 2023 | TAX_WITHHOLDING | Definitive Healthcare Corp. | 53,587 | 9.90 USD | |
| 07 Apr 2023 | TAX_WITHHOLDING | Definitive Healthcare Corp. | 15,616 | 10.47 USD | |
| 16 Feb 2023 | GRANT_AWARD | Definitive Healthcare Corp. | 368,422 | 0.00 USD | |
| 07 Jan 2023 | TAX_WITHHOLDING | Definitive Healthcare Corp. | 14,026 | 10.41 USD | |
| 07 Oct 2022 | TAX_WITHHOLDING | Definitive Healthcare Corp. | 70,658 | 14.82 USD | |
| 14 Sept 2022 | GRANT_AWARD | COSTAR GROUP, INC. | 3,380 | 0.00 USD | |
| 03 May 2022 | GRANT_AWARD | Definitive Healthcare Corp. | 83,333 | — | |
| 03 May 2022 | GRANT_AWARD | Definitive Healthcare Corp. | 333,322 | — | |
| 07 Oct 2021 | GRANT_AWARD | Definitive Healthcare Corp. | 650,000 | — | |
| 15 Sept 2021 | GRANT_AWARD | COSTAR GROUP, INC. | 2,811 | 88.95 USD | |
| 24 Sept 2020 | GRANT_AWARD | COSTAR GROUP, INC. | 214 | 0.00 USD | |
| 17 Nov 2017 | OTHER | ADVISORY BOARD CO | 19,929 | — | |
| 17 Nov 2017 | OTHER | ADVISORY BOARD CO | 44,220 | — | |
| 17 Nov 2017 | OTHER | ADVISORY BOARD CO | 193,801 | — | |
| 17 Nov 2017 | OTHER | ADVISORY BOARD CO | 14,552 | — | deriv |