Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Cornerstone Core Properties REIT, Inc. | 225,000 | reported | 20 Mar 2019 | tx 7+665,563 |
| First Foundation Inc. | 21,961 | reported | 29 May 2025 | tx 24+60,224−3,941 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 29 May 2025 | GRANT_AWARD | First Foundation Inc. | 13,308 | 0.00 USD | |
| 20 Feb 2024 | GRANT_AWARD | First Foundation Inc. | 8,653 | 0.00 USD | |
| 08 May 2023 | PURCHASE | First Foundation Inc. | 5,610 | 4.35 USD | |
| 10 Jan 2023 | GRANT_AWARD | First Foundation Inc. | 4,721 | 0.00 USD | |
| 29 Nov 2022 | EXERCISE | First Foundation Inc. | 1,328 | 13.70 USD | |
| 29 Nov 2022 | EXERCISE | First Foundation Inc. | 1,328 | 13.70 USD | deriv |
| 28 Nov 2022 | PURCHASE | First Foundation Inc. | 2,459 | 13.70 USD | |
| 28 Nov 2022 | PURCHASE | First Foundation Inc. | 3,012 | 13.71 USD | |
| 24 May 2022 | EXERCISE | First Foundation Inc. | 1,328 | — | |
| 24 May 2022 | EXERCISE | First Foundation Inc. | 1,328 | 22.01 USD | deriv |
| 29 Apr 2022 | PURCHASE | First Foundation Inc. | 1,000 | 22.39 USD | first after silence |
| 22 Feb 2022 | GRANT_AWARD | First Foundation Inc. | 2,656 | — | deriv |
| 30 Nov 2021 | EXERCISE | First Foundation Inc. | 1,285 | 25.42 USD | |
| 30 Nov 2021 | EXERCISE | First Foundation Inc. | 1,285 | 25.42 USD | deriv |
| 18 May 2021 | EXERCISE | First Foundation Inc. | 1,285 | — | |
| 23 Feb 2021 | GRANT_AWARD | First Foundation Inc. | 2,570 | 0.00 USD | deriv |
| 30 Nov 2020 | GRANT_AWARD | First Foundation Inc. | 1,610 | — | |
| 25 Aug 2020 | GRANT_AWARD | First Foundation Inc. | 1,610 | — | deriv |
| 13 May 2020 | GRANT_AWARD | First Foundation Inc. | 1,643 | — | |
| 28 Feb 2020 | PURCHASE | First Foundation Inc. | 1,390 | 14.38 USD | |
| 26 Feb 2020 | PURCHASE | First Foundation Inc. | 647 | 15.43 USD | |
| 25 Feb 2020 | GRANT_AWARD | First Foundation Inc. | 1,643 | — | deriv |
| 18 Nov 2019 | GRANT_AWARD | First Foundation Inc. | 1,816 | — | |
| 29 Jul 2019 | PURCHASE | First Foundation Inc. | 650 | 15.10 USD | |
| 20 Mar 2019 | GRANT_AWARD | Cornerstone Core Properties REIT, Inc. | 225,000 | 0.00 USD | deriv |
1 purchase reported after at least 12 months of silence — most recent on 29 Apr 2022.