Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| NERDWALLET, INC. | 307,606 | reported | 03 Mar 2025 | tx 18+482,341−130,705 |
| MediaAlpha, Inc. | 20,900 | reported | 15 May 2026 | tx 1+20,900 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 May 2026 | GRANT_AWARD | MediaAlpha, Inc. | 20,900 | 0.00 USD | |
| 03 Mar 2025 | TAX_WITHHOLDING | NERDWALLET, INC. | 5,494 | 10.09 USD | |
| 02 Dec 2024 | SALE | NERDWALLET, INC. | 11,856 | 14.04 USD | |
| 03 Sept 2024 | TAX_WITHHOLDING | NERDWALLET, INC. | 11,913 | 12.60 USD | |
| 03 Jun 2024 | TAX_WITHHOLDING | NERDWALLET, INC. | 12,019 | 13.89 USD | |
| 21 Mar 2024 | GRANT_AWARD | NERDWALLET, INC. | 98,661 | 0.00 USD | |
| 01 Mar 2024 | TAX_WITHHOLDING | NERDWALLET, INC. | 10,318 | 16.91 USD | |
| 05 Dec 2023 | TAX_WITHHOLDING | NERDWALLET, INC. | 10,418 | 12.08 USD | |
| 01 Sept 2023 | TAX_WITHHOLDING | NERDWALLET, INC. | 10,621 | 9.14 USD | |
| 01 Jun 2023 | TAX_WITHHOLDING | NERDWALLET, INC. | 10,621 | 9.58 USD | |
| 15 Mar 2023 | GRANT_AWARD | NERDWALLET, INC. | 78,845 | 0.00 USD | |
| 15 Mar 2023 | GRANT_AWARD | NERDWALLET, INC. | 5,178 | 0.00 USD | |
| 01 Mar 2023 | TAX_WITHHOLDING | NERDWALLET, INC. | 7,611 | 20.42 USD | |
| 01 Dec 2022 | TAX_WITHHOLDING | NERDWALLET, INC. | 7,398 | 13.17 USD | |
| 01 Sept 2022 | TAX_WITHHOLDING | NERDWALLET, INC. | 7,535 | 10.28 USD | |
| 02 Jun 2022 | SALE | NERDWALLET, INC. | 5,532 | 11.99 USD | |
| 24 Mar 2022 | GRANT_AWARD | NERDWALLET, INC. | 85,616 | 0.00 USD | |
| 24 Mar 2022 | GRANT_AWARD | NERDWALLET, INC. | 214,041 | 0.00 USD | deriv |
| 02 Mar 2022 | SALE | NERDWALLET, INC. | 19,369 | 9.51 USD |