Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| UNITED PARCEL SERVICE INC | 43,328.12 | reported | 21 Feb 2020 | tx 134+196,469.36−105,000.57 |
| Forum Merger III Corp | 10,000 | reported | 04 Nov 2021 | tx 1+10,000 |
| Chefs' Warehouse, Inc. | 7,890 | reported | 08 May 2026 | tx 4+7,890 |
| Altus Power, Inc. | 0 | reported | 16 Apr 2025 | tx 7+134,620−134,620 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 08 May 2026 | GRANT_AWARD | Chefs' Warehouse, Inc. | 1,652 | 0.00 USD | |
| 09 May 2025 | GRANT_AWARD | Chefs' Warehouse, Inc. | 2,184 | 0.00 USD | |
| 16 Apr 2025 | OTHER | Altus Power, Inc. | 134,620 | — | |
| 20 Jun 2024 | GRANT_AWARD | Altus Power, Inc. | 29,551 | 0.00 USD | |
| 20 Jun 2024 | GRANT_AWARD | Altus Power, Inc. | 47,281 | 0.00 USD | |
| 10 May 2024 | GRANT_AWARD | Chefs' Warehouse, Inc. | 3,506 | 0.00 USD | |
| 04 Mar 2024 | GRANT_AWARD | Chefs' Warehouse, Inc. | 548 | 0.00 USD | |
| 11 Dec 2023 | GRANT_AWARD | Altus Power, Inc. | 10,274 | 0.00 USD | |
| 07 Feb 2023 | GRANT_AWARD | Altus Power, Inc. | 10,014 | 0.00 USD | |
| 15 Feb 2022 | GRANT_AWARD | Altus Power, Inc. | 17,500 | 0.00 USD | |
| 09 Dec 2021 | GRANT_AWARD | Altus Power, Inc. | 20,000 | — | |
| 04 Nov 2021 | GRANT_AWARD | Forum Merger III Corp | 10,000 | 0.00 USD | deriv |
| 21 Feb 2020 | EXERCISE | UNITED PARCEL SERVICE INC | 5,196.17 | 0.00 USD | |
| 21 Feb 2020 | TAX_WITHHOLDING | UNITED PARCEL SERVICE INC | 2,344 | 105.95 USD | |
| 21 Feb 2020 | EXERCISE | UNITED PARCEL SERVICE INC | 20,205 | 0.00 USD | |
| 21 Feb 2020 | TAX_WITHHOLDING | UNITED PARCEL SERVICE INC | 9,113 | 117.06 USD | |
| 21 Feb 2020 | EXERCISE | UNITED PARCEL SERVICE INC | 20,205 | 0.00 USD | deriv |
| 21 Feb 2020 | EXERCISE | UNITED PARCEL SERVICE INC | 5,196.17 | 0.00 USD | deriv |
| 12 Feb 2020 | GRANT_AWARD | UNITED PARCEL SERVICE INC | 2,183 | 0.00 USD | deriv |
| 12 Feb 2020 | GRANT_AWARD | UNITED PARCEL SERVICE INC | 20,205 | 0.00 USD | deriv |
| 16 Dec 2019 | GIFT | UNITED PARCEL SERVICE INC | 100 | 0.00 USD | |
| 31 Jul 2019 | GIFT | UNITED PARCEL SERVICE INC | 339 | 0.00 USD | |
| 04 Apr 2019 | GIFT | UNITED PARCEL SERVICE INC | 322 | 0.00 USD | |
| 22 Jan 2020 | EXERCISE | UNITED PARCEL SERVICE INC | 983.46 | 0.00 USD | |
| 22 Jan 2020 | EXERCISE | UNITED PARCEL SERVICE INC | 796.29 | 0.00 USD |