Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| HERITAGE OAKS BANCORP | 1,672,638 | reported | 17 Nov 2015 | tx 1−2,000,000 |
| Bancorp, Inc. | 7,500 | reported | 16 May 2018 | tx 2+22,500 |
| CF BANKSHARES INC. | 5,490 | reported | 15 Jan 2021 | tx 3+5,590 |
| Square 1 Financial Inc | 0 | reported | 06 Oct 2015 | tx 4+1,031−4,463,256 |
| HCSB FINANCIAL CORP | 0 | reported | 31 Jul 2017 | tx 3+10,000−35,978,163 |
| WEST COAST BANCORP /NEW/OR/ | 0 | reported | 01 Apr 2013 | tx 4+8,378−3,475 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 Jan 2021 | GRANT_AWARD | CF BANKSHARES INC. | 3,840 | 0.00 USD | |
| 31 Aug 2020 | PURCHASE | CF BANKSHARES INC. | 100 | 11.59 USD | |
| 18 Dec 2019 | GRANT_AWARD | CF BANKSHARES INC. | 1,650 | 0.00 USD | |
| 16 May 2018 | GRANT_AWARD | Bancorp, Inc. | 7,500 | — | |
| 31 Jul 2017 | OTHER | HCSB FINANCIAL CORP | 35,968,163 | — | |
| 31 Jul 2017 | OTHER | HCSB FINANCIAL CORP | 10,000 | — | |
| 03 Feb 2017 | GRANT_AWARD | Bancorp, Inc. | 15,000 | 0.00 USD | |
| 01 Aug 2016 | GRANT_AWARD | HCSB FINANCIAL CORP | 10,000 | 0.10 USD | |
| 17 Nov 2015 | SALE | HERITAGE OAKS BANCORP | 2,000,000 | 8.00 USD | |
| 06 Oct 2015 | OTHER | Square 1 Financial Inc | 1,898,842 | — | |
| 06 Oct 2015 | OTHER | Square 1 Financial Inc | 2,563,383 | — | |
| 06 Oct 2015 | OTHER | Square 1 Financial Inc | 1,031 | — | deriv |
| 03 Feb 2015 | GRANT_AWARD | Square 1 Financial Inc | 1,031 | 0.00 USD | |
| 01 Apr 2013 | OTHER | WEST COAST BANCORP /NEW/OR/ | 3,475 | — | |
| 29 May 2012 | GRANT_AWARD | WEST COAST BANCORP /NEW/OR/ | 1,050 | 0.00 USD | |
| 27 May 2011 | GRANT_AWARD | WEST COAST BANCORP /NEW/OR/ | 1,193 | 0.00 USD | |
| 28 Apr 2010 | GRANT_AWARD | WEST COAST BANCORP /NEW/OR/ | 6,135 | 0.00 USD |