Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| California BanCorp \ CA | 67,490 | reported | 02 Aug 2024 | tx 1+19,608 |
| HERITAGE COMMERCE CORP | 21,753 | reported | 05 Mar 2026 | tx 11+123,065−16,899 |
| California BanCorp | 12,389 | reported | 19 Mar 2030 | tx 15+42,500−83,115 |
| Bridge Capital Holdings | 0 | reported | 30 Jun 2015 | tx 49+205,713−291,206 |
2 purchases reported after at least 12 months of silence — most recent on 01 Aug 2025.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 05 Mar 2026 | GRANT_AWARD | HERITAGE COMMERCE CORP | 21,753 | 0.00 USD | deriv |
| 23 Dec 2025 | GRANT_AWARD | HERITAGE COMMERCE CORP | 174 | 0.00 USD | |
| 23 Dec 2025 | EXERCISE | HERITAGE COMMERCE CORP | 4,345 | 0.00 USD | |
| 23 Dec 2025 | EXERCISE | HERITAGE COMMERCE CORP | 4,345 | 0.00 USD | deriv |
| 18 Nov 2025 | EXERCISE | HERITAGE COMMERCE CORP | 12,554 | 0.00 USD | |
| 18 Nov 2025 | GRANT_AWARD | HERITAGE COMMERCE CORP | 503 | 0.00 USD | |
| 18 Nov 2025 | EXERCISE | HERITAGE COMMERCE CORP | 12,554 | 0.00 USD | deriv |
| 01 Aug 2025 | PURCHASE | HERITAGE COMMERCE CORP | 20,000 | 9.25 USD | first after silence |
| 10 Mar 2025 | GRANT_AWARD | HERITAGE COMMERCE CORP | 13,036 | 0.00 USD | deriv |
| 10 Mar 2025 | GRANT_AWARD | HERITAGE COMMERCE CORP | 13,036 | 0.00 USD | deriv |
| 18 Nov 2024 | GRANT_AWARD | HERITAGE COMMERCE CORP | 37,664 | 0.00 USD | deriv |
| 02 Aug 2024 | GRANT_AWARD | California BanCorp \ CA | 19,608 | 0.00 USD | |
| 31 Jul 2024 | OTHER | California BanCorp | 30,115 | 0.00 USD | |
| 31 Jul 2024 | OTHER | California BanCorp | 7,000 | — | deriv |
| 31 Jul 2024 | OTHER | California BanCorp | 7,000 | — | deriv |
| 31 Jul 2024 | OTHER | California BanCorp | 7,000 | — | deriv |
| 31 Jul 2024 | OTHER | California BanCorp | 7,000 | — | deriv |
| 31 Jul 2024 | OTHER | California BanCorp | 25,000 | — | deriv |
| 27 Jul 2023 | GRANT_AWARD | California BanCorp | 1,500 | 0.00 USD | |
| 27 Jul 2023 | GRANT_AWARD | California BanCorp | 7,000 | 0.00 USD | deriv |
| 24 May 2023 | PURCHASE | California BanCorp | 5,000 | 14.30 USD | first after silence |
| 12 Apr 2022 | GRANT_AWARD | California BanCorp | 1,500 | 0.00 USD | |
| 12 Apr 2022 | GRANT_AWARD | California BanCorp | 7,000 | 0.00 USD | deriv |
| 18 Mar 2021 | GRANT_AWARD | California BanCorp | 5,000 | 0.00 USD | |
| 18 Mar 2021 | GRANT_AWARD | California BanCorp | 7,000 | 0.00 USD | deriv |