Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| SOUNDBITE COMMUNICATIONS INC | 91,520 | reported | 18 May 2011 | tx 4+55,000 |
| INSULET CORP | 23,039 | reported | 17 May 2017 | tx 35+138,405−93,019 |
| WEX Inc. | 15,302 | reported | 12 May 2023 | tx 85+52,627−41,268 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 12 May 2023 | EXERCISE | WEX Inc. | 1,030 | 0.00 USD | |
| 12 May 2023 | EXERCISE | WEX Inc. | 1,030 | 0.00 USD | deriv |
| 11 May 2023 | GRANT_AWARD | WEX Inc. | 1,147 | 0.00 USD | deriv |
| 28 Feb 2023 | SALE | WEX Inc. | 1,261 | 190.52 USD | |
| 04 Jun 2022 | EXERCISE | WEX Inc. | 760 | 0.00 USD | |
| 04 Jun 2022 | EXERCISE | WEX Inc. | 760 | 0.00 USD | deriv |
| 12 May 2022 | GRANT_AWARD | WEX Inc. | 1,030 | 0.00 USD | deriv |
| 04 Jun 2021 | GRANT_AWARD | WEX Inc. | 760 | 0.00 USD | deriv |
| 14 May 2021 | EXERCISE | WEX Inc. | 1,261 | 0.00 USD | |
| 14 May 2021 | EXERCISE | WEX Inc. | 1,261 | 0.00 USD | deriv |
| 14 May 2020 | GRANT_AWARD | WEX Inc. | 1,261 | 0.00 USD | deriv |
| 09 May 2020 | EXERCISE | WEX Inc. | 662 | 0.00 USD | |
| 09 May 2020 | EXERCISE | WEX Inc. | 662 | 0.00 USD | deriv |
| 14 Nov 2019 | SALE | WEX Inc. | 765 | 195.81 USD | |
| 11 May 2019 | EXERCISE | WEX Inc. | 765 | 0.00 USD | |
| 11 May 2019 | EXERCISE | WEX Inc. | 765 | 0.00 USD | deriv |
| 09 May 2019 | GRANT_AWARD | WEX Inc. | 662 | 0.00 USD | deriv |
| 06 Nov 2018 | GIFT | WEX Inc. | 60 | 0.00 USD | |
| 06 Aug 2018 | SALE | WEX Inc. | 1,099 | 188.47 USD | |
| 12 May 2018 | EXERCISE | WEX Inc. | 1,099 | 0.00 USD | |
| 11 May 2018 | GRANT_AWARD | WEX Inc. | 765 | 0.00 USD | deriv |
| 12 May 2018 | EXERCISE | WEX Inc. | 1,099 | 0.00 USD | deriv |
| 17 May 2017 | GRANT_AWARD | INSULET CORP | 2,709 | 0.00 USD | |
| 17 May 2017 | GRANT_AWARD | INSULET CORP | 3,587 | 0.00 USD | deriv |
| 13 May 2017 | EXERCISE | WEX Inc. | 1,263 | 0.00 USD |