Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Omni Financial Services, Inc. | 33,750 | reported | 17 Dec 2007 | tx 6+59,464 |
| Capital Bancorp Inc | 0 | reported | 11 Oct 2023 | tx 5+1,754−1,750 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 11 Oct 2023 | EXERCISE | Capital Bancorp Inc | 250 | 11.38 USD | |
| 11 Oct 2023 | EXERCISE | Capital Bancorp Inc | 250 | 0.00 USD | deriv |
| 14 Jun 2023 | PURCHASE | Capital Bancorp Inc | 4 | 19.20 USD | first after silence |
| 08 May 2023 | EXERCISE | Capital Bancorp Inc | 1,500 | 11.38 USD | |
| 08 May 2023 | EXERCISE | Capital Bancorp Inc | 1,500 | 0.00 USD | deriv |
| 17 Dec 2007 | GRANT_AWARD | Omni Financial Services, Inc. | 33,750 | 0.00 USD | deriv |
| 12 Mar 2007 | PURCHASE | Omni Financial Services, Inc. | 2,089 | 9.56 USD | |
| 29 Jan 2007 | GRANT_AWARD | Omni Financial Services, Inc. | 10,600 | 10.17 USD | deriv |
| 30 Jan 2007 | PURCHASE | Omni Financial Services, Inc. | 75 | 10.02 USD | |
| 24 Oct 2006 | GRANT_AWARD | Omni Financial Services, Inc. | 12,500 | 10.12 USD | deriv |
| 29 Sept 2006 | PURCHASE | Omni Financial Services, Inc. | 450 | 9.50 USD |
1 purchase reported after at least 12 months of silence — most recent on 14 Jun 2023.