Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Centennial Bank Holdings, Inc. | 394,610 | reported | 30 Sept 2011 | tx 9+11,667,663−2,669,181 |
| CERES GROUP INC | 65,163 | reported | 03 Jul 2006 | tx 7+13,633 |
| FIRST COMMUNITY BANCORP /CA/ | 63,618 | reported | 02 Nov 2007 | tx 8+5,900 |
| nCino, Inc. | 36,925 | reported | 18 Jun 2025 | tx 14+303,126−62,200 |
| HANMI FINANCIAL CORP | 10,000 | reported | 07 Feb 2007 | tx 5+44,000−50,000 |
| State National Bancshares, Inc. | 0 | reported | 03 Jan 2007 | tx 3+1,886,243−10,909 |
| NCINO, INC. | 0 | reported | 07 Jan 2022 | tx 14+12,688−378,889 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 18 Jun 2025 | GRANT_AWARD | nCino, Inc. | 7,385 | 0.00 USD | |
| 14 Apr 2025 | GIFT | nCino, Inc. | 2,200 | 0.00 USD | |
| 06 Nov 2024 | SALE | nCino, Inc. | 20,000 | 40.00 USD | |
| 21 Oct 2024 | SALE | nCino, Inc. | 10,000 | 37.50 USD | |
| 23 Aug 2024 | SALE | nCino, Inc. | 10,000 | 35.00 USD | |
| 20 Jun 2024 | GRANT_AWARD | nCino, Inc. | 5,874 | 0.00 USD | |
| 09 Apr 2024 | SALE | nCino, Inc. | 5,000 | 35.16 USD | |
| 08 Apr 2024 | SALE | nCino, Inc. | 5,000 | 34.51 USD | |
| 05 Apr 2024 | SALE | nCino, Inc. | 10,000 | 34.43 USD | |
| 22 Jun 2023 | GRANT_AWARD | nCino, Inc. | 5,770 | 0.00 USD | |
| 23 Jun 2022 | GRANT_AWARD | nCino, Inc. | 5,208 | 0.00 USD | |
| 07 Jan 2022 | OTHER | NCINO, INC. | 266,201 | — | |
| 07 Jan 2022 | OTHER | NCINO, INC. | 10,000 | — | |
| 07 Jan 2022 | OTHER | NCINO, INC. | 2,688 | — | |
| 07 Jan 2022 | GRANT_AWARD | nCino, Inc. | 2,688 | — | |
| 07 Jan 2022 | GRANT_AWARD | nCino, Inc. | 10,000 | — | |
| 07 Jan 2022 | GRANT_AWARD | nCino, Inc. | 266,201 | — | |
| 16 Sept 2021 | SALE | NCINO, INC. | 20,000 | 77.50 USD | |
| 07 Sept 2021 | SALE | NCINO, INC. | 41,742 | 75.01 USD | |
| 07 Sept 2021 | SALE | NCINO, INC. | 2,043 | 75.83 USD | |
| 07 Sept 2021 | SALE | NCINO, INC. | 11,215 | 74.24 USD | |
| 15 Jul 2021 | GRANT_AWARD | NCINO, INC. | 2,688 | 0.00 USD | |
| 17 Jun 2021 | SALE | NCINO, INC. | 5,000 | 63.03 USD | |
| 18 Jun 2021 | SALE | NCINO, INC. | 10,000 | 65.02 USD | |
| 08 Jun 2021 | EXERCISE | NCINO, INC. | 7,500 | — |
3 purchases reported after at least 12 months of silence — most recent on 30 Jul 2010.