Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Beneficient | 933,767 | reported | 05 Dec 2025 | tx 3+932,480−698 |
| ProSight Global, Inc. | 16,786 | reported | 30 Jun 2020 | tx 5+87,672 |
| GWG Holdings, Inc. | 8,169 | reported | 18 Jun 2020 | tx 3+16,338−8,169 |
| Republic Companies Group, Inc. | 0 | reported | 07 Dec 2006 | tx 2−251,891 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 05 Dec 2025 | GRANT_AWARD | Beneficient | 931,837 | 0.00 USD | |
| 07 Jun 2024 | TAX_WITHHOLDING | Beneficient | 698 | 5.38 USD | |
| 15 Jul 2023 | GRANT_AWARD | Beneficient | 643 | 0.00 USD | |
| 18 Jun 2020 | EXERCISE | GWG Holdings, Inc. | 8,169 | 0.00 USD | |
| 18 Jun 2020 | EXERCISE | GWG Holdings, Inc. | 8,169 | 0.00 USD | deriv |
| 30 Jun 2020 | GRANT_AWARD | ProSight Global, Inc. | 10,000 | — | deriv |
| 28 Feb 2020 | GRANT_AWARD | ProSight Global, Inc. | 179 | — | deriv |
| 24 Jul 2019 | OTHER | ProSight Global, Inc. | 16,150 | — | |
| 25 Jul 2019 | GRANT_AWARD | ProSight Global, Inc. | 6,607 | — | deriv |
| 24 Jul 2019 | GRANT_AWARD | ProSight Global, Inc. | 54,736 | — | deriv |
| 18 Jun 2019 | GRANT_AWARD | GWG Holdings, Inc. | 8,169 | 0.00 USD | deriv |
| 07 Dec 2006 | OTHER | Republic Companies Group, Inc. | 69,844 | — | |
| 07 Dec 2006 | OTHER | Republic Companies Group, Inc. | 182,047 | — |