Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| WELLTOWER INC. | 1,056 | reported | 26 Feb 2026 | tx 34+33,340.59−2,050 |
| HANGER ORTHOPEDIC GROUP INC | 0 | reported | 03 Oct 2022 | tx 9+62,026−62,026 |
| WHITNEY HOLDING CORP | 0 | reported | 04 Jun 2011 | tx 19+25,280−36,877.06 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 26 Feb 2026 | GRANT_AWARD | WELLTOWER INC. | 1,056 | — | deriv |
| 26 Feb 2026 | GRANT_AWARD | WELLTOWER INC. | 1,056 | — | deriv |
| 28 Feb 2025 | GRANT_AWARD | WELLTOWER INC. | 1,434 | — | deriv |
| 28 Feb 2025 | GRANT_AWARD | WELLTOWER INC. | 1,434 | — | deriv |
| 30 Sept 2024 | GRANT_AWARD | WELLTOWER INC. | 113 | — | deriv |
| 30 Sept 2024 | GRANT_AWARD | WELLTOWER INC. | 113 | — | deriv |
| 01 Mar 2024 | GRANT_AWARD | WELLTOWER INC. | 2,777 | — | deriv |
| 01 Mar 2024 | GRANT_AWARD | WELLTOWER INC. | 2,777 | — | deriv |
| 29 Dec 2023 | GRANT_AWARD | WELLTOWER INC. | 11 | — | deriv |
| 29 Dec 2023 | GRANT_AWARD | WELLTOWER INC. | 11 | — | deriv |
| 22 Nov 2023 | GRANT_AWARD | WELLTOWER INC. | 44 | — | deriv |
| 22 Nov 2023 | GRANT_AWARD | WELLTOWER INC. | 44 | — | deriv |
| 23 Aug 2023 | GRANT_AWARD | WELLTOWER INC. | 36 | — | deriv |
| 23 Aug 2023 | GRANT_AWARD | WELLTOWER INC. | 36 | — | deriv |
| 23 May 2023 | GRANT_AWARD | WELLTOWER INC. | 63 | — | deriv |
| 23 May 2023 | GRANT_AWARD | WELLTOWER INC. | 63 | — | deriv |
| 31 Mar 2023 | GRANT_AWARD | WELLTOWER INC. | 210 | — | deriv |
| 31 Mar 2023 | GRANT_AWARD | WELLTOWER INC. | 210 | — | deriv |
| 08 Mar 2023 | GRANT_AWARD | WELLTOWER INC. | 0.53 | 74.72 USD | |
| 08 Mar 2023 | GRANT_AWARD | WELLTOWER INC. | 54 | — | deriv |
| 08 Mar 2023 | GRANT_AWARD | WELLTOWER INC. | 54 | — | deriv |
| 23 Feb 2023 | GRANT_AWARD | WELLTOWER INC. | 4,498 | — | deriv |
| 23 Feb 2023 | GRANT_AWARD | WELLTOWER INC. | 4,498 | — | deriv |
| 04 Jan 2023 | GRANT_AWARD | WELLTOWER INC. | 2,050 | — | deriv |
| 04 Jan 2023 | GRANT_AWARD | WELLTOWER INC. | 2,050 | — | deriv |
1 purchase reported after at least 12 months of silence — most recent on 27 Oct 2009.