Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Driven Brands Holdings Inc. | 32,342 | reported | 13 Mar 2025 | tx 9+49,529 |
| WEX Inc. | 21,747 | reported | 17 Mar 2026 | tx 67+87,998−43,248 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 17 Mar 2026 | EXERCISE | WEX Inc. | 843 | 0.00 USD | |
| 17 Mar 2026 | TAX_WITHHOLDING | WEX Inc. | 332 | 156.79 USD | |
| 17 Mar 2026 | EXERCISE | WEX Inc. | 888 | 0.00 USD | |
| 17 Mar 2026 | TAX_WITHHOLDING | WEX Inc. | 350 | 156.79 USD | |
| 16 Mar 2026 | GRANT_AWARD | WEX Inc. | 5,358 | 0.00 USD | deriv |
| 16 Mar 2026 | GRANT_AWARD | WEX Inc. | 4,019 | 0.00 USD | deriv |
| 17 Mar 2026 | EXERCISE | WEX Inc. | 888 | 0.00 USD | deriv |
| 17 Mar 2026 | EXERCISE | WEX Inc. | 843 | 0.00 USD | deriv |
| 15 Mar 2026 | TAX_WITHHOLDING | WEX Inc. | 179 | 159.95 USD | |
| 15 Mar 2026 | TAX_WITHHOLDING | WEX Inc. | 206 | 159.95 USD | |
| 15 Mar 2026 | TAX_WITHHOLDING | WEX Inc. | 160 | 159.95 USD | |
| 15 Mar 2026 | EXERCISE | WEX Inc. | 655 | 0.00 USD | |
| 15 Mar 2026 | EXERCISE | WEX Inc. | 732 | 0.00 USD | |
| 15 Mar 2026 | EXERCISE | WEX Inc. | 522 | 0.00 USD | |
| 15 Mar 2026 | TAX_WITHHOLDING | WEX Inc. | 2,448 | 159.95 USD | |
| 15 Mar 2026 | EXERCISE | WEX Inc. | 7,112 | 0.00 USD | |
| 15 Mar 2026 | EXERCISE | WEX Inc. | 7,112 | 0.00 USD | deriv |
| 15 Mar 2026 | EXERCISE | WEX Inc. | 732 | 0.00 USD | deriv |
| 15 Mar 2026 | EXERCISE | WEX Inc. | 655 | 0.00 USD | deriv |
| 15 Mar 2026 | EXERCISE | WEX Inc. | 522 | 0.00 USD | deriv |
| 23 Feb 2026 | TAX_WITHHOLDING | WEX Inc. | 685 | 151.67 USD | |
| 23 Feb 2026 | GRANT_AWARD | WEX Inc. | 2,664 | 151.67 USD | |
| 13 Feb 2026 | GRANT_AWARD | WEX Inc. | 7,112 | 0.00 USD | deriv |
| 15 Mar 2025 | EXERCISE | WEX Inc. | 493 | 0.00 USD | |
| 15 Mar 2025 | TAX_WITHHOLDING | WEX Inc. | 121 | 154.09 USD |