Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| First Foundation Inc. | 13,308 | reported | 29 May 2025 | tx 1+13,308 |
| WELLS FARGO & COMPANY/MN | 50 | reported | 26 Mar 2019 | tx 4+63,595−50 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 29 May 2025 | GRANT_AWARD | First Foundation Inc. | 13,308 | 0.00 USD | |
| 26 Mar 2019 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 100 | 0.00 USD | |
| 26 Mar 2019 | TAX_WITHHOLDING | WELLS FARGO & COMPANY/MN | 50 | 49.01 USD | |
| 26 Mar 2019 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 40,808 | 0.00 USD | deriv |
| 26 Feb 2019 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 22,687 | 0.00 USD | deriv |