Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Invesco Real Estate Income Trust Inc. | 27,050.85 | reported | 01 Dec 2025 | tx 2+4,864.7 |
| FORUM ENERGY TECHNOLOGIES, INC. | 25,627 | reported | 03 Mar 2026 | tx 4+25,627 |
| Invesco Commercial Real Estate Finance Trust, Inc. | 4,030.37 | reported | 02 Jun 2025 | tx 3+4,030.37 |
| Valaris Ltd | 1,579 | reported | 30 Apr 2021 | tx 114+340,297−182,953 |
| CRESCENT REAL ESTATE EQUITIES CO |
| 0 |
| reported |
| 03 Aug 2007 |
| tx 11+27,083−113,427 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 03 Mar 2026 | GRANT_AWARD | FORUM ENERGY TECHNOLOGIES, INC. | 2,556 | 0.00 USD | |
| 05 Mar 2025 | GRANT_AWARD | FORUM ENERGY TECHNOLOGIES, INC. | 8,557 | 0.00 USD | |
| 01 Dec 2025 | GRANT_AWARD | Invesco Real Estate Income Trust Inc. | 2,683.77 | 0.00 USD | |
| 02 Jun 2025 | GRANT_AWARD | Invesco Commercial Real Estate Finance Trust, Inc. | 2,448.12 | 0.00 USD | |
| 01 Dec 2024 | GRANT_AWARD | Invesco Real Estate Income Trust Inc. | 2,180.93 | 0.00 USD | |
| 17 May 2024 | GRANT_AWARD | Invesco Commercial Real Estate Finance Trust, Inc. | 835.1 | 0.00 USD | |
| 06 Mar 2024 | GRANT_AWARD | FORUM ENERGY TECHNOLOGIES, INC. | 7,975 | 0.00 USD | |
| 16 Nov 2023 | GRANT_AWARD | Invesco Commercial Real Estate Finance Trust, Inc. | 747.15 | 0.00 USD | |
| 01 Nov 2021 | GRANT_AWARD | FORUM ENERGY TECHNOLOGIES, INC. | 6,539 | 0.00 USD | |
| 30 Apr 2021 | OTHER | Valaris Ltd | 1,579 | — | deriv |
| 30 Apr 2021 | OTHER | Valaris Ltd | 3,483 | 0.00 USD | deriv |
| 03 Jun 2020 | TAX_WITHHOLDING | Valaris Ltd | 2,350 | 0.35 USD | |
| 03 Jun 2020 | EXERCISE | Valaris Ltd | 22,806 | — | |
| 03 Jun 2020 | OTHER | Valaris Ltd | 22,806 | 0.00 USD | deriv |
| 01 Jun 2020 | EXERCISE | Valaris Ltd | 3,626 | — | |
| 01 Jun 2020 | EXERCISE | Valaris Ltd | 3,483 | — | |
| 01 Jun 2020 | TAX_WITHHOLDING | Valaris Ltd | 733 | 0.32 USD | |
| 01 Jun 2020 | EXERCISE | Valaris Ltd | 3,626 | 0.00 USD | deriv |
| 01 Jun 2020 | EXERCISE | Valaris Ltd | 3,483 | 0.00 USD | deriv |
| 01 Jun 2019 | EXERCISE | Valaris Ltd | 2,375 | — | |
| 01 Jun 2019 | EXERCISE | Valaris Ltd | 3,626 | — | |
| 01 Jun 2019 | EXERCISE | Valaris Ltd | 3,483 | — | |
| 01 Jun 2019 | TAX_WITHHOLDING | Valaris Ltd | 978 | 8.37 USD | |
| 01 Jun 2019 | EXERCISE | Valaris Ltd | 2,375 | 0.00 USD | deriv |
| 03 Jun 2019 | GRANT_AWARD | Valaris Ltd | 22,806 | 0.00 USD | deriv |