Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| OneWater Marine Inc. | 42,352 | reported | 01 Oct 2025 | tx 13+48,139−3,300 |
| Proficient Auto Logistics, Inc | 10,295 | reported | 07 May 2026 | tx 8+53,565−9,135 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 06 May 2026 | EXERCISE | Proficient Auto Logistics, Inc | 9,135 | 0.00 USD | |
| 06 May 2026 | EXERCISE | Proficient Auto Logistics, Inc | 9,135 | 0.00 USD | deriv |
| 07 May 2026 | GRANT_AWARD | Proficient Auto Logistics, Inc | 10,295 | 0.00 USD | deriv |
| 01 Oct 2025 | GRANT_AWARD | OneWater Marine Inc. | 7,892 | 0.00 USD | |
| 13 May 2025 | EXERCISE | Proficient Auto Logistics, Inc | 5,000 | 0.00 USD | |
| 13 May 2025 | GRANT_AWARD | Proficient Auto Logistics, Inc | 9,135 | 0.00 USD | deriv |
| 13 May 2025 | EXERCISE | Proficient Auto Logistics, Inc | 5,000 | 0.00 USD | deriv |
| 01 Oct 2024 | GRANT_AWARD | OneWater Marine Inc. | 5,228 | 0.00 USD | |
| 13 May 2024 | PURCHASE | Proficient Auto Logistics, Inc | 10,000 | 15.00 USD | |
| 13 May 2024 | GRANT_AWARD | Proficient Auto Logistics, Inc | 5,000 | 0.00 USD | deriv |
| 01 Oct 2023 | GRANT_AWARD | OneWater Marine Inc. | 4,880 | 0.00 USD | |
| 14 Aug 2023 | PURCHASE | OneWater Marine Inc. | 3,624 | 27.56 USD | first after silence |
| 09 May 2023 | GIFT | OneWater Marine Inc. | 3,300 | 0.00 USD | |
| 23 Feb 2023 | GRANT_AWARD | OneWater Marine Inc. | 1,661 | 0.00 USD | |
| 01 Oct 2022 | GRANT_AWARD | OneWater Marine Inc. | 2,491 | 0.00 USD | |
| 01 Oct 2021 | GRANT_AWARD | OneWater Marine Inc. | 2,487 | 0.00 USD | |
| 01 Oct 2020 | GRANT_AWARD | OneWater Marine Inc. | 3,660 | 0.00 USD | |
| 09 Mar 2020 | PURCHASE | OneWater Marine Inc. | 1,600 | 11.25 USD | |
| 04 Mar 2020 | PURCHASE | OneWater Marine Inc. | 6,500 | 14.35 USD | |
| 02 Mar 2020 | GRANT_AWARD | OneWater Marine Inc. | 6,250 | 0.00 USD |
1 purchase reported after at least 12 months of silence — most recent on 14 Aug 2023.