Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| SoFi Technologies, Inc. | 839,639.97 | reported | 18 Mar 2026 | tx 69+8,673,830.97−6,871,526 |
| PAYCOR HCM, INC. | 0 | reported | 14 Apr 2025 | tx 5+24,941−24,941 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 18 Mar 2026 | SALE | SoFi Technologies, Inc. | 94,958 | 17.43 USD | |
| 17 Mar 2026 | TAX_WITHHOLDING | SoFi Technologies, Inc. | 160,500 | 17.62 USD | |
| 16 Mar 2026 | EXERCISE | SoFi Technologies, Inc. | 28,748 | — | |
| 16 Mar 2026 | EXERCISE | SoFi Technologies, Inc. | 271,752 | — | |
| 16 Mar 2026 | EXERCISE | SoFi Technologies, Inc. | 271,752 | 0.00 USD | deriv |
| 16 Mar 2026 | EXERCISE | SoFi Technologies, Inc. | 28,748 | 0.00 USD | deriv |
| 11 Mar 2026 | GRANT_AWARD | SoFi Technologies, Inc. | 181,805 | 0.00 USD | deriv |
| 17 Dec 2025 | SALE | SoFi Technologies, Inc. | 91,837 | 26.64 USD | |
| 16 Dec 2025 | TAX_WITHHOLDING | SoFi Technologies, Inc. | 151,937 | 26.26 USD | |
| 15 Dec 2025 | EXERCISE | SoFi Technologies, Inc. | 271,751 | — | |
| 08 Dec 2025 | GRANT_AWARD | SoFi Technologies, Inc. | 1,042.97 | 11.99 USD | |
| 15 Dec 2025 | EXERCISE | SoFi Technologies, Inc. | 4,792 | — | |
| 15 Dec 2025 | EXERCISE | SoFi Technologies, Inc. | 4,792 | 0.00 USD | deriv |
| 15 Dec 2025 | EXERCISE | SoFi Technologies, Inc. | 271,751 | 0.00 USD | deriv |
| 18 Sept 2025 | SALE | SoFi Technologies, Inc. | 98,733 | 27.50 USD | |
| 09 Jun 2025 | GRANT_AWARD | SoFi Technologies, Inc. | 1,033 | 12.10 USD | |
| 15 Sept 2025 | EXERCISE | SoFi Technologies, Inc. | 271,750 | — | |
| 15 Sept 2025 | EXERCISE | SoFi Technologies, Inc. | 4,793 | — | |
| 16 Sept 2025 | TAX_WITHHOLDING | SoFi Technologies, Inc. | 142,578 | 26.99 USD | |
| 15 Sept 2025 | EXERCISE | SoFi Technologies, Inc. | 4,793 | 0.00 USD | deriv |
| 15 Sept 2025 | EXERCISE | SoFi Technologies, Inc. | 271,750 | 0.00 USD | deriv |
| 20 Jun 2025 | SALE | SoFi Technologies, Inc. | 66,847 | 15.55 USD | |
| 16 Jun 2025 | EXERCISE | SoFi Technologies, Inc. | 271,752 | — | |
| 16 Jun 2025 | EXERCISE | SoFi Technologies, Inc. | 4,792 | — | |
| 17 Jun 2025 | TAX_WITHHOLDING | SoFi Technologies, Inc. | 140,494 | 14.66 USD |