Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Deep Isolation Nuclear, Inc. | 43,333 | reported | 19 Nov 2025 | tx 3+86,666 |
| Global Water Resources, Inc. | 2,865 | reported | 20 May 2026 | tx 2+2,865 |
| OFG BANCORP | 500 | reported | 09 Jun 2020 | tx 1+500 |
| FARMERS & MERCHANTS BANCORP | 350 | reported | 11 Apr 2013 | tx 3+269−80 |
| LANTRONIX INC | 0 | reported | 04 Nov 2024 | tx 6+32,294−10,332 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 20 May 2026 | GRANT_AWARD | Global Water Resources, Inc. | 1,485 | 6.97 USD | |
| 11 Mar 2026 | GRANT_AWARD | Global Water Resources, Inc. | 1,380 | 7.50 USD | |
| 19 Nov 2025 | GRANT_AWARD | Deep Isolation Nuclear, Inc. | 43,333 | 0.00 USD | |
| 01 Oct 2025 | GRANT_AWARD | Deep Isolation Nuclear, Inc. | 32,500 | 0.00 USD | |
| 01 Oct 2025 | GRANT_AWARD | Deep Isolation Nuclear, Inc. | 10,833 | 0.00 USD | deriv |
| 04 Nov 2024 | EXERCISE | LANTRONIX INC | 5,166 | 0.00 USD | |
| 04 Nov 2024 | EXERCISE | LANTRONIX INC | 5,166 | 0.00 USD | deriv |
| 24 Jul 2024 | EXERCISE | LANTRONIX INC | 5,166 | 0.00 USD | |
| 24 Jul 2024 | EXERCISE | LANTRONIX INC | 5,166 | 0.00 USD | deriv |
| 16 Feb 2024 | PURCHASE | LANTRONIX INC | 11,630 | 4.25 USD | |
| 24 Jan 2024 | GRANT_AWARD | LANTRONIX INC | 10,332 | 0.00 USD | deriv |
| 09 Jun 2020 | GRANT_AWARD | OFG BANCORP | 500 | — | deriv |
| 11 Apr 2013 | GRANT_AWARD | FARMERS & MERCHANTS BANCORP | 167 | 385.00 USD | |
| 04 Jan 2013 | OTHER | FARMERS & MERCHANTS BANCORP | 80 | — | |
| 13 Dec 2011 | GRANT_AWARD | FARMERS & MERCHANTS BANCORP | 102 | 370.00 USD |