Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Driven Brands Holdings Inc. | 169,482 | reported | 13 Mar 2025 | tx 9+78,191 |
| SPX Technologies, Inc. | 34,524 | reported | 12 May 2026 | tx 13+41,347−6,823 |
| LANCE INC | 3,762 | reported | 02 Mar 2016 | tx 79+691,559−326,732 |
| UNITED NATURAL FOODS INC | 2,100 | reported | 10 Mar 2006 | tx 22+30,932−21,864 |
| WhiteHorse Finance, Inc. | 0 | reported | 06 Oct 2017 | tx 2+15,000−18,912 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 12 May 2026 | GRANT_AWARD | SPX Technologies, Inc. | 754 | — | |
| 29 May 2025 | SALE | SPX Technologies, Inc. | 6,823 | 153.01 USD | |
| 13 May 2025 | GRANT_AWARD | SPX Technologies, Inc. | 892 | — | |
| 13 Mar 2025 | GRANT_AWARD | Driven Brands Holdings Inc. | 8,809 | 0.00 USD | |
| 14 May 2024 | GRANT_AWARD | SPX Technologies, Inc. | 998 | — | |
| 27 Feb 2024 | GRANT_AWARD | Driven Brands Holdings Inc. | 10,614 | 0.00 USD | |
| 30 Oct 2023 | GRANT_AWARD | Driven Brands Holdings Inc. | 10,815 | 0.00 USD | deriv |
| 09 May 2023 | GRANT_AWARD | SPX Technologies, Inc. | 1,770 | — | |
| 28 Feb 2023 | GRANT_AWARD | Driven Brands Holdings Inc. | 5,082 | 0.00 USD | |
| 10 May 2022 | GRANT_AWARD | SPX Technologies, Inc. | 2,882 | — | |
| 22 Mar 2022 | GRANT_AWARD | Driven Brands Holdings Inc. | 4,242 | 0.00 USD | |
| 11 May 2021 | GRANT_AWARD | SPX Technologies, Inc. | 2,068 | — | |
| 15 Jan 2021 | PURCHASE | Driven Brands Holdings Inc. | 15,000 | 28.00 USD | first after silence |
| 14 Jan 2021 | GRANT_AWARD | Driven Brands Holdings Inc. | 4,357 | 0.00 USD | deriv |
| 14 Jan 2021 | GRANT_AWARD | Driven Brands Holdings Inc. | 18,182 | 0.00 USD | deriv |
| 14 Jan 2021 | GRANT_AWARD | Driven Brands Holdings Inc. | 1,090 | 0.00 USD | deriv |
| 14 May 2020 | GRANT_AWARD | SPX Technologies, Inc. | 3,941 | — | |
| 10 May 2019 | GRANT_AWARD | SPX Technologies, Inc. | 3,963 | — | |
| 15 May 2018 | GRANT_AWARD | SPX Technologies, Inc. | 3,887 | — | |
| 06 Oct 2017 | GIFT | WhiteHorse Finance, Inc. | 18,912 | 0.00 USD | |
| 08 May 2017 | GRANT_AWARD | SPX Technologies, Inc. | 4,810 | — | |
| 24 May 2016 | GRANT_AWARD | SPX Technologies, Inc. | 8,249 | — | |
| 01 Mar 2016 | GRANT_AWARD | LANCE INC | 6,126 | 0.00 USD | |
| 02 Mar 2016 | TAX_WITHHOLDING | LANCE INC | 625 | 31.50 USD | |
| 01 Mar 2016 | GRANT_AWARD | LANCE INC | 47,112 | 0.00 USD | deriv |
1 purchase reported after at least 12 months of silence — most recent on 15 Jan 2021.