Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| WACHOVIA CORP NEW | 321,704 | reported | 04 Jun 2008 | tx 46+3,530,987−504,518 |
| Pinnacle Financial Partners, Inc. | 34,862 | reported | 21 May 2026 | tx 4+56,862 |
| INSTEEL INDUSTRIES INC | 34,117 | reported | 11 Feb 2026 | tx 17+35,071−7,339 |
| LendingTree, Inc. | 13,845 | reported | 11 Jun 2025 | tx 44+56,987−10,845 |
| FLORIDA ROCK INDUSTRIES INC | 9,585 | reported | 15 Apr 2004 | tx 42+2,583.009 |
| HP INC | 916 | reported | 22 Apr 2013 | tx 20+79,633.09−30,891.25 |
| BNC BANCORP | 0 | reported | 16 Jun 2017 | tx 2+130−130 |
| PINNACLE FINANCIAL PARTNERS INC | 0 | reported | 02 Jan 2026 | tx 32+62,228−61,668 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 21 May 2026 | GRANT_AWARD | Pinnacle Financial Partners, Inc. | 1,490 | 97.33 USD | |
| 11 Feb 2026 | EXERCISE | INSTEEL INDUSTRIES INC | 2,703 | — | |
| 11 Feb 2026 | EXERCISE | INSTEEL INDUSTRIES INC | 2,703 | 0.00 USD | deriv |
| 10 Feb 2026 | GRANT_AWARD | INSTEEL INDUSTRIES INC | 2,297 | 0.00 USD | deriv |
| 01 Jan 2026 | GRANT_AWARD | Pinnacle Financial Partners, Inc. | 33,372 | — | |
| 01 Jan 2026 | GRANT_AWARD | Pinnacle Financial Partners, Inc. | 2,000 | — | |
| 01 Jan 2026 | GRANT_AWARD | Pinnacle Financial Partners, Inc. | 20,000 | — | |
| 01 Jan 2026 | OTHER | PINNACLE FINANCIAL PARTNERS INC | 33,372 | — | |
| 01 Jan 2026 | OTHER | PINNACLE FINANCIAL PARTNERS INC | 2,000 | — | |
| 02 Jan 2026 | OTHER | PINNACLE FINANCIAL PARTNERS INC | 20,000 | — | |
| 20 Oct 2025 | PURCHASE | PINNACLE FINANCIAL PARTNERS INC | 5,000 | 87.63 USD | |
| 01 Aug 2025 | PURCHASE | PINNACLE FINANCIAL PARTNERS INC | 10,000 | 85.65 USD | first after silence |
| 11 Jun 2025 | EXERCISE | LendingTree, Inc. | 5,000 | — | |
| 11 Jun 2025 | GRANT_AWARD | LendingTree, Inc. | 5,000 | 0.00 USD | deriv |
| 11 Jun 2025 | EXERCISE | LendingTree, Inc. | 5,000 | 0.00 USD | deriv |
| 01 Mar 2025 | GRANT_AWARD | PINNACLE FINANCIAL PARTNERS INC | 701 | 0.00 USD | |
| 13 Feb 2025 | EXERCISE | INSTEEL INDUSTRIES INC | 2,158 | — | |
| 13 Feb 2025 | EXERCISE | INSTEEL INDUSTRIES INC | 2,158 | 0.00 USD | deriv |
| 11 Feb 2025 | GRANT_AWARD | INSTEEL INDUSTRIES INC | 2,703 | 0.00 USD | deriv |
| 10 Dec 2024 | GIFT | PINNACLE FINANCIAL PARTNERS INC | 1,000 | 0.00 USD | |
| 12 Jun 2024 | EXERCISE | LendingTree, Inc. | 4,000 | — | |
| 12 Jun 2024 | EXERCISE | LendingTree, Inc. | 4,000 | 0.00 USD | deriv |
| 12 Jun 2024 | GRANT_AWARD | LendingTree, Inc. | 5,000 | 0.00 USD | deriv |
| 01 Mar 2024 | GRANT_AWARD | PINNACLE FINANCIAL PARTNERS INC | 989 | 0.00 USD | |
| 01 Mar 2024 | TAX_WITHHOLDING | PINNACLE FINANCIAL PARTNERS INC | 239 | 82.72 USD |
4 purchases reported after at least 12 months of silence — most recent on 01 Aug 2025.