Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Rocket Companies, Inc. | 278,340 | reported | 01 Oct 2025 | tx 2+278,340 |
| WASHINGTON MUTUAL INC | 0 | reported | 01 Oct 2025 | tx 7+24,306−24,306 |
| FIRST DATA CORP | 0 | reported | 29 Jul 2019 | tx 9+9,621.05−34,799.67 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 01 Oct 2025 | OTHER | WASHINGTON MUTUAL INC | 24,306 | — | |
| 01 Oct 2025 | GRANT_AWARD | Rocket Companies, Inc. | 267,366 | — | |
| 01 Oct 2025 | GRANT_AWARD | Rocket Companies, Inc. | 10,974 | 0.00 USD | |
| 22 May 2025 | GRANT_AWARD | WASHINGTON MUTUAL INC | 997 | 0.00 USD | |
| 23 May 2024 | GRANT_AWARD | WASHINGTON MUTUAL INC | 1,499 | 0.00 USD | |
| 11 May 2023 | GRANT_AWARD | WASHINGTON MUTUAL INC | 2,559 | 0.00 USD | |
| 19 May 2022 | GRANT_AWARD | WASHINGTON MUTUAL INC | 2,514 | 0.00 USD | |
| 13 May 2021 | GRANT_AWARD | WASHINGTON MUTUAL INC | 3,451 | 0.00 USD | |
| 13 May 2021 | GRANT_AWARD | WASHINGTON MUTUAL INC | 13,286 | 0.00 USD | |
| 29 Jul 2019 | OTHER | FIRST DATA CORP | 34,799.67 | — | deriv |
| 01 Jul 2019 | GRANT_AWARD | FIRST DATA CORP | 727.8 | 27.48 USD | deriv |
| 02 Jan 2019 | GRANT_AWARD | FIRST DATA CORP | 1,173.71 | 17.04 USD | deriv |
| 02 Jul 2018 | GRANT_AWARD | FIRST DATA CORP | 946.97 | 21.12 USD | deriv |
| 02 Jan 2018 | GRANT_AWARD | FIRST DATA CORP | 1,201.2 | 16.65 USD | deriv |
| 03 Jul 2017 | GRANT_AWARD | FIRST DATA CORP | 1,106.81 | 18.07 USD | deriv |
| 31 Dec 2016 | GRANT_AWARD | FIRST DATA CORP | 1,409.44 | 14.19 USD | deriv |
| 30 Jun 2016 | GRANT_AWARD | FIRST DATA CORP | 1,806.68 | 11.07 USD | deriv |
| 31 Dec 2015 | GRANT_AWARD | FIRST DATA CORP | 1,248.44 | 16.02 USD | deriv |