Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| HOULIHAN LOKEY, INC. | 19,815 | reported | 21 May 2026 | tx 14+84,969−148,427 |
| JOY GLOBAL INC | 0 | reported | 05 Apr 2017 | tx 75+92,977−145,404 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 21 May 2026 | GRANT_AWARD | HOULIHAN LOKEY, INC. | 19,815 | 0.00 USD | deriv |
| 21 May 2026 | OTHER | HOULIHAN LOKEY, INC. | 19,815 | 0.00 USD | deriv |
| 15 May 2026 | TAX_WITHHOLDING | HOULIHAN LOKEY, INC. | 9,359 | 150.35 USD | deriv |
| 27 Aug 2025 | CONVERSION | HOULIHAN LOKEY, INC. | 40,000 | 0.00 USD | |
| 27 Aug 2025 | SALE | HOULIHAN LOKEY, INC. | 40,000 | 199.95 USD | |
| 27 Aug 2025 | CONVERSION | HOULIHAN LOKEY, INC. | 40,000 | 0.00 USD | deriv |
| 18 Jul 2025 | OTHER | HOULIHAN LOKEY, INC. | 2,818 | 0.00 USD | deriv |
| 18 Jul 2025 | GRANT_AWARD | HOULIHAN LOKEY, INC. | 2,818 | 0.00 USD | deriv |
| 22 May 2025 | OTHER | HOULIHAN LOKEY, INC. | 21,661 | 0.00 USD | deriv |
| 22 May 2025 | GRANT_AWARD | HOULIHAN LOKEY, INC. | 21,661 | 0.00 USD | deriv |
| 15 May 2025 | TAX_WITHHOLDING | HOULIHAN LOKEY, INC. | 13,424 | 180.09 USD | deriv |
| 19 Aug 2024 | CONVERSION | HOULIHAN LOKEY, INC. | 675 | 0.00 USD | |
| 19 Aug 2024 | GIFT | HOULIHAN LOKEY, INC. | 675 | 0.00 USD | |
| 19 Aug 2024 | CONVERSION | HOULIHAN LOKEY, INC. | 675 | 0.00 USD | deriv |
| 05 Apr 2017 | OTHER | JOY GLOBAL INC | 77,904 | 28.30 USD | |
| 01 Mar 2017 | GRANT_AWARD | JOY GLOBAL INC | 4,255 | — | |
| 13 Jan 2017 | GRANT_AWARD | JOY GLOBAL INC | 16 | — | |
| 03 Oct 2016 | GRANT_AWARD | JOY GLOBAL INC | 16 | — | |
| 06 Jul 2016 | GRANT_AWARD | JOY GLOBAL INC | 22 | — | |
| 04 Apr 2016 | GRANT_AWARD | JOY GLOBAL INC | 26 | — | |
| 08 Mar 2016 | GRANT_AWARD | JOY GLOBAL INC | 5,454 | — | |
| 15 Jan 2016 | GRANT_AWARD | JOY GLOBAL INC | 43 | — | |
| 28 Sept 2015 | PURCHASE | JOY GLOBAL INC | 4,346 | 14.80 USD | |
| 28 Sept 2015 | PURCHASE | JOY GLOBAL INC | 400 | 14.84 USD | |
| 28 Sept 2015 | PURCHASE | JOY GLOBAL INC | 2,435 | 14.83 USD |