Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| HEALTHEQUITY, INC. | 86,972 | reported | 26 Jun 2025 | tx 43+190,447−93,000 |
| Mastercard Inc | 59,700 | reported | 03 Mar 2010 | tx 916+819,537−801,090 |
| Western Union CO | 51,529 | reported | 21 Feb 2019 | tx 10+128,968 |
| HARTFORD INSURANCE GROUP, INC. | 10,637 | reported | 18 Apr 2008 | tx 8+10,483−1,485 |
| EQUIFAX INC | 7,295 | reported | 05 May 2022 | tx 6+7,194 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 26 Jun 2025 | GRANT_AWARD | HEALTHEQUITY, INC. | 2,003 | 0.00 USD | |
| 09 Apr 2025 | SALE | HEALTHEQUITY, INC. | 400 | 78.81 USD | |
| 09 Apr 2025 | SALE | HEALTHEQUITY, INC. | 3,283 | 78.06 USD | |
| 09 Apr 2025 | SALE | HEALTHEQUITY, INC. | 2,067 | 76.79 USD | |
| 09 Apr 2025 | EXERCISE | HEALTHEQUITY, INC. | 12,500 | 28.68 USD | |
| 09 Apr 2025 | EXERCISE | HEALTHEQUITY, INC. | 12,500 | 0.00 USD | deriv |
| 10 Feb 2025 | SALE | HEALTHEQUITY, INC. | 3,752 | 110.98 USD | anomaly |
| 10 Feb 2025 | EXERCISE | HEALTHEQUITY, INC. | 12,500 | 28.68 USD | |
| 10 Feb 2025 | SALE | HEALTHEQUITY, INC. | 1,998 | 111.87 USD | |
| 10 Feb 2025 | EXERCISE | HEALTHEQUITY, INC. | 12,500 | 0.00 USD | deriv |
| 09 Dec 2024 | EXERCISE | HEALTHEQUITY, INC. | 12,500 | 28.68 USD | |
| 09 Dec 2024 | SALE | HEALTHEQUITY, INC. | 5,750 | 101.56 USD | anomaly |
| 09 Dec 2024 | EXERCISE | HEALTHEQUITY, INC. | 7,500 | 21.27 USD | |
| 09 Dec 2024 | SALE | HEALTHEQUITY, INC. | 2,500 | 101.57 USD | |
| 09 Dec 2024 | EXERCISE | HEALTHEQUITY, INC. | 7,500 | 0.00 USD | deriv |
| 09 Dec 2024 | EXERCISE | HEALTHEQUITY, INC. | 12,500 | 0.00 USD | deriv |
| 09 Oct 2024 | SALE | HEALTHEQUITY, INC. | 1,748 | 83.34 USD | |
| 09 Oct 2024 | SALE | HEALTHEQUITY, INC. | 752 | 82.27 USD | |
| 09 Oct 2024 | SALE | HEALTHEQUITY, INC. | 75 | 83.77 USD | |
| 09 Oct 2024 | EXERCISE | HEALTHEQUITY, INC. | 12,500 | 28.68 USD | |
| 09 Oct 2024 | SALE | HEALTHEQUITY, INC. | 1,504 | 82.07 USD | |
| 09 Oct 2024 | EXERCISE | HEALTHEQUITY, INC. | 7,500 | 21.27 USD | |
| 09 Oct 2024 | SALE | HEALTHEQUITY, INC. | 4,171 | 83.27 USD | anomaly |
| 09 Oct 2024 | EXERCISE | HEALTHEQUITY, INC. | 7,500 | 0.00 USD | deriv |
| 09 Oct 2024 | EXERCISE | HEALTHEQUITY, INC. | 12,500 | 0.00 USD | deriv |
2 purchases reported after at least 12 months of silence — most recent on 12 Jul 2019.