Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| H&R BLOCK INC | 35,324.02 | reported | 02 Jul 2009 | tx 7+221,877−1,443 |
| PATHWARD FINANCIAL, INC. | 30,099 | reported | 24 Feb 2026 | tx 12+28,583 |
| LPL Financial Holdings Inc. | 20,000 | reported | 28 Sept 2011 | tx 1+20,000 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 24 Feb 2026 | GRANT_AWARD | PATHWARD FINANCIAL, INC. | 1,650 | 0.00 USD | |
| 25 Feb 2025 | GRANT_AWARD | PATHWARD FINANCIAL, INC. | 1,950 | 0.00 USD | |
| 01 Mar 2024 | GRANT_AWARD | PATHWARD FINANCIAL, INC. | 2,950 | 0.00 USD | |
| 27 Feb 2024 | GRANT_AWARD | PATHWARD FINANCIAL, INC. | 2,950 | 0.00 USD | |
| 28 Feb 2023 | GRANT_AWARD | PATHWARD FINANCIAL, INC. | 2,950 | 0.00 USD | |
| 23 Feb 2022 | GRANT_AWARD | PATHWARD FINANCIAL, INC. | 2,800 | 0.00 USD | |
| 23 Feb 2021 | GRANT_AWARD | PATHWARD FINANCIAL, INC. | 2,700 | 0.00 USD | |
| 25 Feb 2020 | GRANT_AWARD | PATHWARD FINANCIAL, INC. | 3,350 | 0.00 USD | |
| 30 Jan 2019 | GRANT_AWARD | PATHWARD FINANCIAL, INC. | 5,050 | 0.00 USD | |
| 22 Jan 2018 | GRANT_AWARD | PATHWARD FINANCIAL, INC. | 1,300 | 0.00 USD | |
| 23 Jan 2017 | GRANT_AWARD | PATHWARD FINANCIAL, INC. | 750 | 0.00 USD | |
| 30 Sept 2016 | GRANT_AWARD | PATHWARD FINANCIAL, INC. | 183 | 0.00 USD | |
| 28 Sept 2011 | PURCHASE | LPL Financial Holdings Inc. | 20,000 | 0.00 USD | deriv |
| 02 Jul 2009 | GRANT_AWARD | H&R BLOCK INC | 5,895 | 0.00 USD | |
| 02 Jul 2009 | TAX_WITHHOLDING | H&R BLOCK INC | 241 | 0.00 USD | |
| 02 Jul 2009 | GRANT_AWARD | H&R BLOCK INC | 105,714 | 0.00 USD | deriv |
| 30 Jun 2009 | TAX_WITHHOLDING | H&R BLOCK INC | 1,202 | 17.23 USD | |
| 30 Jun 2009 | GRANT_AWARD | H&R BLOCK INC | 3,592 | 17.23 USD | |
| 03 Jul 2008 | GRANT_AWARD | H&R BLOCK INC | 96,401 | 0.00 USD | deriv |
| 03 Dec 2007 | GRANT_AWARD | H&R BLOCK INC | 10,275 | 19.46 USD |