Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Discover Financial Services | 155,095 | reported | 23 Feb 2023 | tx 162+1,991,796−1,779,240 |
| Flywire Corp | 47,219 | reported | 03 Jun 2025 | tx 4+47,219 |
| Brighthouse Financial, Inc. | 2,837 | reported | 12 Jun 2025 | tx 25+54,431−25,797 |
| WEST CORP | 0 | reported | 10 Oct 2017 | tx 3+7,793−7,793 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 12 Jun 2025 | GRANT_AWARD | Brighthouse Financial, Inc. | 2,837 | 0.00 USD | deriv |
| 06 Jun 2025 | EXERCISE | Brighthouse Financial, Inc. | 3,850 | 0.00 USD | |
| 06 Jun 2025 | EXERCISE | Brighthouse Financial, Inc. | 3,850 | 0.00 USD | deriv |
| 03 Jun 2025 | GRANT_AWARD | Flywire Corp | 16,990 | 0.00 USD | |
| 06 Jun 2024 | EXERCISE | Brighthouse Financial, Inc. | 3,703 | 0.00 USD | |
| 06 Jun 2024 | EXERCISE | Brighthouse Financial, Inc. | 3,703 | 0.00 USD | deriv |
| 06 Jun 2024 | GRANT_AWARD | Brighthouse Financial, Inc. | 3,850 | 0.00 USD | deriv |
| 04 Jun 2024 | GRANT_AWARD | Flywire Corp | 10,466 | 0.00 USD | |
| 08 Jun 2023 | EXERCISE | Brighthouse Financial, Inc. | 3,361 | 0.00 USD | |
| 08 Jun 2023 | EXERCISE | Brighthouse Financial, Inc. | 3,361 | 0.00 USD | deriv |
| 08 Jun 2023 | GRANT_AWARD | Brighthouse Financial, Inc. | 3,703 | 0.00 USD | deriv |
| 04 Jun 2023 | GRANT_AWARD | Flywire Corp | 5,587 | 0.00 USD | |
| 23 Feb 2023 | GRANT_AWARD | Discover Financial Services | 8,221 | 0.00 USD | |
| 01 Feb 2023 | TAX_WITHHOLDING | Discover Financial Services | 14,727 | 115.83 USD | |
| 01 Feb 2023 | GRANT_AWARD | Discover Financial Services | 25,196 | 0.00 USD | |
| 09 Jan 2023 | GRANT_AWARD | Flywire Corp | 14,176 | 0.00 USD | |
| 02 Dec 2022 | TAX_WITHHOLDING | Discover Financial Services | 625 | 105.40 USD | |
| 08 Jun 2022 | EXERCISE | Brighthouse Financial, Inc. | 3,615 | 0.00 USD | |
| 08 Jun 2022 | EXERCISE | Brighthouse Financial, Inc. | 3,615 | 0.00 USD | deriv |
| 08 Jun 2022 | GRANT_AWARD | Brighthouse Financial, Inc. | 3,361 | 0.00 USD | deriv |
| 25 Feb 2022 | GRANT_AWARD | Discover Financial Services | 7,339 | 0.00 USD | |
| 25 Feb 2022 | GRANT_AWARD | Discover Financial Services | 8,064 | 0.00 USD | |
| 01 Feb 2022 | TAX_WITHHOLDING | Discover Financial Services | 12,127 | 118.02 USD | |
| 01 Feb 2022 | GRANT_AWARD | Discover Financial Services | 20,232 | 0.00 USD | |
| 03 Dec 2021 | TAX_WITHHOLDING | Discover Financial Services | 393 | 108.67 USD |