Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Lumber Liquidators, Inc. | 50,989 | reported | 03 Mar 2016 | tx 37+215,228−93,394 |
| NATIONAL COMMERCE FINANCIAL CORP | 3,594 | reported | 21 Jan 2004 | tx 5+68,600 |
| SMARTFINANCIAL INC. | 0 | reported | 09 Dec 2024 | tx 16+89,533−85,573 |
| FIRST CAPITAL BANCORP, INC. | 0 | reported | 01 Jan 2016 | tx 41+600,913−447,374 |
1 purchase reported after at least 12 months of silence — most recent on 07 Nov 2011.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 09 Dec 2024 | SALE | SMARTFINANCIAL INC. | 6,916 | 35.05 USD | |
| 06 Dec 2024 | SALE | SMARTFINANCIAL INC. | 10,140 | 35.54 USD | |
| 05 Dec 2024 | SALE | SMARTFINANCIAL INC. | 10,517 | 36.05 USD | |
| 07 Nov 2024 | SALE | SMARTFINANCIAL INC. | 7,500 | 35.79 USD | |
| 29 May 2024 | SALE | SMARTFINANCIAL INC. | 7,500 | 22.65 USD | |
| 31 Jan 2024 | GRANT_AWARD | SMARTFINANCIAL INC. | 1,376 | 0.00 USD | |
| 30 Nov 2023 | SALE | SMARTFINANCIAL INC. | 15,000 | 21.34 USD | |
| 26 Jan 2023 | GRANT_AWARD | SMARTFINANCIAL INC. | 1,211 | 0.00 USD | |
| 09 Aug 2022 | SALE | SMARTFINANCIAL INC. | 7,500 | 25.50 USD | |
| 07 Jun 2022 | SALE | SMARTFINANCIAL INC. | 1,030 | 26.07 USD | anomaly |
| 06 Jun 2022 | SALE | SMARTFINANCIAL INC. | 3,540 | 26.02 USD | |
| 03 Jun 2022 | SALE | SMARTFINANCIAL INC. | 2,930 | 25.78 USD | |
| 27 Jan 2022 | GRANT_AWARD | SMARTFINANCIAL INC. | 1,206 | 0.00 USD | |
| 09 Nov 2021 | GIFT | SMARTFINANCIAL INC. | 13,000 | 0.00 USD | |
| 23 Sept 2021 | GRANT_AWARD | SMARTFINANCIAL INC. | 167 | 0.00 USD | |
| 01 Sept 2021 | GRANT_AWARD | SMARTFINANCIAL INC. | 85,573 | 0.00 USD | |
| 03 Mar 2016 | GRANT_AWARD | Lumber Liquidators, Inc. | 4,371 | 0.00 USD | |
| 01 Jan 2016 | OTHER | FIRST CAPITAL BANCORP, INC. | 297,403 | — | |
| 01 Jan 2016 | OTHER | FIRST CAPITAL BANCORP, INC. | 124,971 | — | deriv |
| 01 Jan 2016 | OTHER | FIRST CAPITAL BANCORP, INC. | 12,500 | — | deriv |
| 09 Nov 2015 | GRANT_AWARD | Lumber Liquidators, Inc. | 6,509 | 0.00 USD | |
| 09 Nov 2015 | GRANT_AWARD | Lumber Liquidators, Inc. | 150,000 | 0.00 USD | deriv |
| 10 Aug 2015 | GRANT_AWARD | Lumber Liquidators, Inc. | 11,003 | 0.00 USD | |
| 21 May 2015 | GRANT_AWARD | Lumber Liquidators, Inc. | 6,042 | 0.00 USD | |
| 05 Mar 2015 | GRANT_AWARD | FIRST CAPITAL BANCORP, INC. | 50,000 | 0.00 USD |