Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | 26,366 | reported | 25 Apr 2017 | tx 12+32,538−7,731.52 |
| PRINCIPAL FINANCIAL GROUP INC | 3,790 | reported | 18 May 2004 | tx 2+4,056 |
| SONIC CORP | 0 | reported | 07 Dec 2018 | tx 109+382,480−446,840 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 11 Oct 2018 | GIFT | SONIC CORP | 2,310 | 0.00 USD | |
| 07 Dec 2018 | OTHER | SONIC CORP | 24,829 | 43.50 USD | |
| 04 Dec 2018 | GIFT | SONIC CORP | 5,291 | 0.00 USD | |
| 19 Oct 2018 | GIFT | SONIC CORP | 2,070 | 0.00 USD | |
| 07 Dec 2018 | OTHER | SONIC CORP | 2,032 | 43.50 USD | deriv |
| 07 Dec 2018 | OTHER | SONIC CORP | 6,675 | 43.50 USD | deriv |
| 07 Dec 2018 | OTHER | SONIC CORP | 4,780 | 43.50 USD | deriv |
| 07 Dec 2018 | OTHER | SONIC CORP | 6,222 | 43.50 USD | deriv |
| 07 Dec 2018 | OTHER | SONIC CORP | 8,237 | 43.50 USD | deriv |
| 07 Dec 2018 | OTHER | SONIC CORP | 5,136 | 43.50 USD | deriv |
| 07 Dec 2018 | OTHER | SONIC CORP | 9,165 | 43.50 USD | deriv |
| 06 Jul 2018 | GIFT | SONIC CORP | 3,500 | 0.00 USD | |
| 12 Feb 2018 | SALE | SONIC CORP | 9,686 | 24.61 USD | |
| 31 Jan 2018 | GRANT_AWARD | SONIC CORP | 8,237 | 0.00 USD | deriv |
| 31 Jan 2018 | GRANT_AWARD | SONIC CORP | 2,032 | 0.00 USD | deriv |
| 18 Jan 2018 | SALE | SONIC CORP | 4,580 | 26.13 USD | |
| 17 Jan 2018 | SALE | SONIC CORP | 4,575 | 25.99 USD | |
| 19 Jan 2018 | EXERCISE | SONIC CORP | 1,772 | 0.00 USD | |
| 19 Jan 2018 | EXERCISE | SONIC CORP | 1,772 | 0.00 USD | deriv |
| 30 Nov 2017 | SALE | SONIC CORP | 9,209 | 25.22 USD | |
| 30 Nov 2017 | EXERCISE | SONIC CORP | 9,209 | 11.19 USD | |
| 30 Nov 2017 | EXERCISE | SONIC CORP | 9,209 | 0.00 USD | deriv |
| 23 Oct 2017 | SALE | SONIC CORP | 1,161 | 25.20 USD | |
| 25 Apr 2017 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 3,300 | 0.00 USD | |
| 28 Jan 2017 | EXERCISE | SONIC CORP | 1,447 | 0.00 USD |