Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| First Foundation Inc. | 68,493 | reported | 08 Nov 2022 | tx 18+82,014−5,621 |
| FIRST COMMUNITY BANCORP /CA/ | 41,525 | reported | 30 Nov 2023 | tx 9+43,396−43,646 |
| Midland States Bancorp, Inc. | 3,106.7 | reported | 29 Sept 2017 | tx 7+8,665.26 |
| HEARTLAND FINANCIAL USA INC | 0 | reported | 31 Jan 2025 | tx 5+4,620−8,289 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 31 Jan 2025 | OTHER | HEARTLAND FINANCIAL USA INC | 4,303 | — | |
| 31 Jan 2025 | OTHER | HEARTLAND FINANCIAL USA INC | 3,986 | — | deriv |
| 30 Jun 2024 | PURCHASE | HEARTLAND FINANCIAL USA INC | 317 | 39.42 USD | |
| 18 Mar 2024 | GRANT_AWARD | HEARTLAND FINANCIAL USA INC | 3,986 | 0.00 USD | deriv |
| 30 Nov 2023 | TAX_WITHHOLDING | FIRST COMMUNITY BANCORP /CA/ | 1,871 | 7.54 USD | |
| 30 Nov 2023 | OTHER | FIRST COMMUNITY BANCORP /CA/ | 41,525 | 0.00 USD | |
| 17 Mar 2023 | GRANT_AWARD | FIRST COMMUNITY BANCORP /CA/ | 12,100 | 22.50 USD | |
| 15 Mar 2023 | GRANT_AWARD | FIRST COMMUNITY BANCORP /CA/ | 400 | 22.50 USD | |
| 09 Mar 2023 | EXERCISE | FIRST COMMUNITY BANCORP /CA/ | 121 | 0.00 USD | deriv |
| 09 Mar 2023 | EXERCISE | FIRST COMMUNITY BANCORP /CA/ | 4 | 0.00 USD | deriv |
| 09 Mar 2023 | SALE | FIRST COMMUNITY BANCORP /CA/ | 125 | 1.23 USD | deriv |
| 08 Feb 2023 | GRANT_AWARD | FIRST COMMUNITY BANCORP /CA/ | 11,377 | 0.00 USD | |
| 28 Nov 2022 | GRANT_AWARD | FIRST COMMUNITY BANCORP /CA/ | 19,519 | 0.00 USD | |
| 08 Nov 2022 | GRANT_AWARD | First Foundation Inc. | 68,493 | 0.00 USD | deriv |
| 08 Jun 2022 | EXERCISE | First Foundation Inc. | 1,000 | 22.00 USD | |
| 08 Jun 2022 | TAX_WITHHOLDING | First Foundation Inc. | 345 | 22.00 USD | |
| 08 Jun 2022 | EXERCISE | First Foundation Inc. | 1,000 | 22.00 USD | deriv |
| 22 Feb 2022 | EXERCISE | First Foundation Inc. | 1,226 | — | |
| 23 Feb 2022 | TAX_WITHHOLDING | First Foundation Inc. | 250 | 25.82 USD | |
| 23 Feb 2022 | EXERCISE | First Foundation Inc. | 723 | — | |
| 22 Feb 2022 | TAX_WITHHOLDING | First Foundation Inc. | 423 | 26.36 USD | |
| 23 Feb 2022 | EXERCISE | First Foundation Inc. | 723 | — | deriv |
| 22 Feb 2022 | GRANT_AWARD | First Foundation Inc. | 3,680 | — | deriv |
| 22 Feb 2022 | EXERCISE | First Foundation Inc. | 1,226 | — | deriv |
| 08 Jun 2021 | TAX_WITHHOLDING | First Foundation Inc. | 357 | 25.16 USD |