Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| COLUMBIA BANKING SYSTEM, INC. | 55,514 | reported | 14 May 2026 | tx 5+16,190 |
| Upstart Holdings, Inc. | 30,956 | reported | 27 May 2025 | tx 27+90,956−120,000 |
| TLG Acquisition One Corp. | 23,188 | reported | 12 Jan 2022 | tx 1−23,189 |
| ASBURY AUTOMOTIVE GROUP INC | 3,889 | reported | 09 Feb 2026 | tx 6+4,556 |
| UMPQUA HOLDINGS CORP | 0 | reported | 28 Feb 2023 | tx 38+66,003−66,003 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 14 May 2026 | GRANT_AWARD | COLUMBIA BANKING SYSTEM, INC. | 3,949 | 0.00 USD | |
| 09 Feb 2026 | GRANT_AWARD | ASBURY AUTOMOTIVE GROUP INC | 932 | 0.00 USD | |
| 27 May 2025 | GRANT_AWARD | Upstart Holdings, Inc. | 4,314 | 0.00 USD | |
| 15 May 2025 | GRANT_AWARD | COLUMBIA BANKING SYSTEM, INC. | 3,382 | 0.00 USD | |
| 19 Feb 2025 | GRANT_AWARD | ASBURY AUTOMOTIVE GROUP INC | 713 | 0.00 USD | |
| 30 May 2024 | GRANT_AWARD | Upstart Holdings, Inc. | 8,278 | 0.00 USD | |
| 10 May 2024 | GRANT_AWARD | COLUMBIA BANKING SYSTEM, INC. | 4,183 | 0.00 USD | |
| 20 Feb 2024 | GRANT_AWARD | ASBURY AUTOMOTIVE GROUP INC | 968 | 0.00 USD | |
| 10 Jan 2024 | GRANT_AWARD | Upstart Holdings, Inc. | 1,465 | 0.00 USD | |
| 25 May 2023 | GRANT_AWARD | Upstart Holdings, Inc. | 9,669 | 0.00 USD | |
| 18 May 2023 | GRANT_AWARD | COLUMBIA BANKING SYSTEM, INC. | 4,028 | 0.00 USD | |
| 02 Mar 2023 | GRANT_AWARD | COLUMBIA BANKING SYSTEM, INC. | 648 | 0.00 USD | |
| 28 Feb 2023 | OTHER | UMPQUA HOLDINGS CORP | 66,003 | 0.00 USD | |
| 14 Feb 2022 | GRANT_AWARD | ASBURY AUTOMOTIVE GROUP INC | 667 | 0.00 USD | |
| 10 Jan 2023 | GRANT_AWARD | Upstart Holdings, Inc. | 3,530 | 0.00 USD | |
| 18 May 2022 | GRANT_AWARD | Upstart Holdings, Inc. | 2,209 | 0.00 USD | |
| 22 Feb 2022 | GRANT_AWARD | ASBURY AUTOMOTIVE GROUP INC | 609 | 0.00 USD | |
| 12 Jan 2022 | SALE | TLG Acquisition One Corp. | 23,189 | 60.00 USD | deriv |
| 11 Nov 2021 | SALE | Upstart Holdings, Inc. | 3,482 | 247.41 USD | |
| 11 Nov 2021 | SALE | Upstart Holdings, Inc. | 950 | 264.76 USD | |
| 11 Nov 2021 | SALE | Upstart Holdings, Inc. | 1,867 | 263.76 USD | |
| 11 Nov 2021 | SALE | Upstart Holdings, Inc. | 500 | 262.35 USD | |
| 11 Nov 2021 | SALE | Upstart Holdings, Inc. | 800 | 261.20 USD | |
| 11 Nov 2021 | SALE | Upstart Holdings, Inc. | 800 | 260.48 USD | |
| 11 Nov 2021 | SALE | Upstart Holdings, Inc. | 200 | 258.78 USD |