Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Ardent Health, Inc. | 43,984 | reported | 21 Mar 2025 | tx 3+35,271 |
| CARRIAGE SERVICES INC | 3,490 | reported | 31 Dec 2025 | tx 5+2,725 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 31 Dec 2025 | GRANT_AWARD | CARRIAGE SERVICES INC | 601 | 42.30 USD | |
| 30 Sept 2025 | GRANT_AWARD | CARRIAGE SERVICES INC | 572 | 44.54 USD | |
| 30 Jun 2025 | GRANT_AWARD | CARRIAGE SERVICES INC | 556 | 45.74 USD | |
| 31 Mar 2025 | GRANT_AWARD | CARRIAGE SERVICES INC | 610 | 38.75 USD | |
| 21 Mar 2025 | GRANT_AWARD | Ardent Health, Inc. | 12,916 | 0.00 USD | |
| 31 Dec 2024 | GRANT_AWARD | CARRIAGE SERVICES INC | 386 | 39.85 USD | |
| 12 Dec 2024 | GRANT_AWARD | Ardent Health, Inc. | 10,793 | 0.00 USD | |
| 18 Jul 2024 | GRANT_AWARD | Ardent Health, Inc. | 11,562 | 0.00 USD |