Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Symetra Financial CORP | 83,478 | reported | 15 Jun 2010 | tx 3+56,188−47,880 |
| WAFD INC | 66,511 | reported | 02 Jan 2026 | tx 20+62,511 |
| SAFECO CORP | 30,851 | reported | 27 May 2004 | tx 37+673,331−357,054 |
| CONCUR TECHNOLOGIES INC | 0 | reported | 04 Dec 2014 | tx 54+57,041−55,237 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 02 Jan 2026 | GRANT_AWARD | WAFD INC | 3,310 | 32.03 USD | |
| 02 Jan 2025 | GRANT_AWARD | WAFD INC | 3,288 | 32.24 USD | |
| 02 Jan 2024 | GRANT_AWARD | WAFD INC | 3,034 | 32.96 USD | |
| 11 May 2023 | PURCHASE | WAFD INC | 5,000 | 25.18 USD | |
| 10 Mar 2023 | PURCHASE | WAFD INC | 3,500 | 31.10 USD | first after silence |
| 03 Jan 2023 | GRANT_AWARD | WAFD INC | 2,981 | 33.55 USD | |
| 03 Jan 2022 | GRANT_AWARD | WAFD INC | 2,547 | 33.38 USD | |
| 01 Jan 2021 | GRANT_AWARD | WAFD INC | 3,108 | 25.74 USD | |
| 28 Jul 2020 | PURCHASE | WAFD INC | 5,300 | 23.16 USD | first after silence |
| 02 Jan 2020 | GRANT_AWARD | WAFD INC | 2,047 | 36.65 USD | |
| 02 Jan 2019 | GRANT_AWARD | WAFD INC | 2,546 | 26.71 USD | |
| 24 Jan 2018 | GRANT_AWARD | WAFD INC | 2,000 | 36.50 USD | |
| 18 Jan 2017 | GRANT_AWARD | WAFD INC | 2,000 | 33.20 USD | |
| 25 Jan 2016 | PURCHASE | WAFD INC | 3,000 | 20.41 USD | |
| 20 Jan 2016 | GRANT_AWARD | WAFD INC | 2,400 | 20.96 USD | |
| 04 Feb 2015 | PURCHASE | WAFD INC | 8,000 | 20.54 USD | first after silence |
| 21 Jan 2015 | GRANT_AWARD | WAFD INC | 2,500 | 20.04 USD | |
| 04 Dec 2014 | OTHER | CONCUR TECHNOLOGIES INC | 17,131 | 129.00 USD | |
| 04 Dec 2014 | OTHER | CONCUR TECHNOLOGIES INC | 1,125 | 129.00 USD | deriv |
| 04 Dec 2014 | OTHER | CONCUR TECHNOLOGIES INC | 1,798 | 129.00 USD | deriv |
| 17 Mar 2014 | TAX_WITHHOLDING | CONCUR TECHNOLOGIES INC | 47 | 105.83 USD | |
| 17 Mar 2014 | SALE | CONCUR TECHNOLOGIES INC | 5,000 | 106.14 USD | |
| 17 Mar 2014 | TAX_WITHHOLDING | CONCUR TECHNOLOGIES INC | 17 | 105.83 USD | |
| 17 Mar 2014 | EXERCISE | CONCUR TECHNOLOGIES INC | 3,089 | 0.00 USD | |
| 17 Mar 2014 | EXERCISE | CONCUR TECHNOLOGIES INC | 1,125 | 0.00 USD |
4 purchases reported after at least 12 months of silence — most recent on 10 Mar 2023.