Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| COPT DEFENSE PROPERTIES | 24,090 | reported | 14 May 2026 | tx 17+44,343−20,253 |
| LUXFER HOLDINGS PLC | 8,622 | reported | 06 Jun 2025 | tx 22+70,051−41,640 |
| EPR PROPERTIES | 0 | reported | 10 Mar 2026 | tx 21+44,954−33,321 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 14 May 2026 | GRANT_AWARD | COPT DEFENSE PROPERTIES | 3,803 | — | |
| 10 Mar 2026 | SALE | EPR PROPERTIES | 3,000 | 57.38 USD | |
| 10 Mar 2026 | SALE | EPR PROPERTIES | 6,633 | 57.83 USD | |
| 17 Sept 2025 | SALE | COPT DEFENSE PROPERTIES | 4,896 | 30.72 USD | |
| 17 Sept 2025 | SALE | COPT DEFENSE PROPERTIES | 3,000 | 30.52 USD | |
| 05 Jun 2025 | EXERCISE | LUXFER HOLDINGS PLC | 9,207 | — | |
| 05 Jun 2025 | SALE | LUXFER HOLDINGS PLC | 4,108 | 10.02 USD | |
| 06 Jun 2025 | GRANT_AWARD | LUXFER HOLDINGS PLC | 8,622 | — | deriv |
| 05 Jun 2025 | EXERCISE | LUXFER HOLDINGS PLC | 9,207 | — | deriv |
| 02 Jun 2025 | EXERCISE | EPR PROPERTIES | 6,586 | — | |
| 02 Jun 2025 | GRANT_AWARD | EPR PROPERTIES | 2,506 | 0.00 USD | deriv |
| 02 Jun 2025 | GRANT_AWARD | EPR PROPERTIES | 2,747 | 0.00 USD | deriv |
| 02 Jun 2025 | EXERCISE | EPR PROPERTIES | 6,586 | 0.00 USD | deriv |
| 20 May 2025 | GRANT_AWARD | COPT DEFENSE PROPERTIES | 3,922 | — | |
| 05 Jun 2024 | EXERCISE | LUXFER HOLDINGS PLC | 5,218 | — | |
| 05 Jun 2024 | TAX_WITHHOLDING | LUXFER HOLDINGS PLC | 2,611 | 9.73 USD | |
| 05 Jun 2024 | EXERCISE | LUXFER HOLDINGS PLC | 5,218 | — | deriv |
| 06 Jun 2024 | GRANT_AWARD | LUXFER HOLDINGS PLC | 8,831 | — | deriv |
| 29 May 2024 | EXERCISE | EPR PROPERTIES | 6,633 | — | |
| 29 May 2024 | GRANT_AWARD | EPR PROPERTIES | 3,142 | 0.00 USD | deriv |
| 29 May 2024 | GRANT_AWARD | EPR PROPERTIES | 3,444 | 0.00 USD | deriv |
| 29 May 2024 | EXERCISE | EPR PROPERTIES | 6,633 | 0.00 USD | deriv |
| 09 May 2024 | GRANT_AWARD | COPT DEFENSE PROPERTIES | 4,398 | — | |
| 20 Dec 2023 | SALE | COPT DEFENSE PROPERTIES | 7,357 | 25.48 USD | |
| 06 Dec 2023 | SALE | EPR PROPERTIES | 5,933 | 46.39 USD |
1 purchase reported after at least 12 months of silence — most recent on 29 Nov 2021.