Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Ibotta, Inc. | 235,246 | reported | 15 May 2026 | tx 18+316,644−81,656 |
| VAIL RESORTS INC | 7,247 | reported | 29 Sept 2023 | tx 119+154,517−66,672 |
| DAVITA INC. | 2,315 | reported | 02 Aug 2013 | tx 66+197,498−182,413 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 May 2026 | GRANT_AWARD | Ibotta, Inc. | 1,032 | 20.58 USD | |
| 01 Mar 2026 | TAX_WITHHOLDING | Ibotta, Inc. | 6,820 | 24.97 USD | |
| 08 Jan 2026 | GRANT_AWARD | Ibotta, Inc. | 177,148 | 0.00 USD | |
| 01 Dec 2025 | TAX_WITHHOLDING | Ibotta, Inc. | 1,976 | 23.86 USD | |
| 17 Nov 2025 | GRANT_AWARD | Ibotta, Inc. | 415 | 22.58 USD | |
| 01 Sept 2025 | TAX_WITHHOLDING | Ibotta, Inc. | 1,976 | 26.94 USD | |
| 01 Jun 2025 | TAX_WITHHOLDING | Ibotta, Inc. | 3,402 | 49.99 USD | |
| 15 May 2025 | GRANT_AWARD | Ibotta, Inc. | 44 | 51.20 USD | |
| 01 Mar 2025 | TAX_WITHHOLDING | Ibotta, Inc. | 986 | 34.01 USD | |
| 13 Jan 2025 | GRANT_AWARD | Ibotta, Inc. | 37,683 | 0.00 USD | |
| 01 Dec 2024 | TAX_WITHHOLDING | Ibotta, Inc. | 616 | 73.14 USD | |
| 15 Nov 2024 | GRANT_AWARD | Ibotta, Inc. | 194 | 57.05 USD | |
| 14 Jun 2024 | GRANT_AWARD | Ibotta, Inc. | 17,124 | 0.00 USD | |
| 22 Apr 2024 | OTHER | Ibotta, Inc. | 17,382 | — | |
| 22 Apr 2024 | OTHER | Ibotta, Inc. | 17,382 | — | |
| 22 Apr 2024 | OTHER | Ibotta, Inc. | 48,498 | — | deriv |
| 22 Apr 2024 | OTHER | Ibotta, Inc. | 48,498 | — | deriv |
| 29 Sept 2023 | EXERCISE | VAIL RESORTS INC | 1,463 | 0.00 USD | |
| 29 Sept 2023 | TAX_WITHHOLDING | VAIL RESORTS INC | 543 | 221.89 USD | |
| 29 Sept 2023 | GRANT_AWARD | VAIL RESORTS INC | 4,356 | 0.00 USD | deriv |
| 29 Sept 2023 | EXERCISE | VAIL RESORTS INC | 1,463 | 0.00 USD | deriv |
| 29 Sept 2023 | GRANT_AWARD | VAIL RESORTS INC | 14,444 | 0.00 USD | deriv |
| 25 Sept 2023 | TAX_WITHHOLDING | VAIL RESORTS INC | 240 | 243.31 USD | |
| 25 Sept 2023 | EXERCISE | VAIL RESORTS INC | 832 | 0.00 USD | |
| 25 Sept 2023 | EXERCISE | VAIL RESORTS INC | 832 | 0.00 USD | deriv |