Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| BREAD FINANCIAL HOLDINGS, INC. | 33,821 | reported | 16 Jun 2025 | tx 21+32,061 |
| Arrive AI Inc. | 21,551 | reported | 31 Dec 2025 | tx 4+29,128 |
| FORWARD AIR CORP | 15,573 | reported | 17 Aug 2023 | tx 7+15,573 |
| IRON MOUNTAIN INC | 11,635 | reported | 06 Jun 2013 | tx 14+51,940 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 31 Dec 2025 | GRANT_AWARD | Arrive AI Inc. | 14,259 | 0.00 USD | deriv |
| 06 Oct 2025 | GRANT_AWARD | Arrive AI Inc. | 7,292 | 0.00 USD | |
| 30 Jun 2025 | GRANT_AWARD | Arrive AI Inc. | 285 | 0.00 USD | |
| 16 Jun 2025 | GRANT_AWARD | BREAD FINANCIAL HOLDINGS, INC. | 2,802 | — | |
| 17 Jun 2024 | GRANT_AWARD | BREAD FINANCIAL HOLDINGS, INC. | 3,473 | — | |
| 16 Oct 2023 | GRANT_AWARD | BREAD FINANCIAL HOLDINGS, INC. | 481 | — | |
| 17 Aug 2023 | PURCHASE | FORWARD AIR CORP | 4,000 | 61.23 USD | |
| 17 Jul 2023 | GRANT_AWARD | BREAD FINANCIAL HOLDINGS, INC. | 552 | — | |
| 15 Jun 2023 | GRANT_AWARD | BREAD FINANCIAL HOLDINGS, INC. | 4,932 | — | |
| 10 May 2023 | GRANT_AWARD | FORWARD AIR CORP | 1,352 | 0.00 USD | |
| 17 Apr 2023 | GRANT_AWARD | BREAD FINANCIAL HOLDINGS, INC. | 497 | — | |
| 15 Feb 2023 | PURCHASE | FORWARD AIR CORP | 4,000 | 101.97 USD | first after silence |
| 17 Jan 2023 | GRANT_AWARD | BREAD FINANCIAL HOLDINGS, INC. | 437 | — | |
| 17 Oct 2022 | GRANT_AWARD | BREAD FINANCIAL HOLDINGS, INC. | 464 | — | |
| 15 Jul 2022 | GRANT_AWARD | BREAD FINANCIAL HOLDINGS, INC. | 369 | — | |
| 15 Jun 2022 | GRANT_AWARD | BREAD FINANCIAL HOLDINGS, INC. | 2,650 | — | |
| 11 May 2022 | GRANT_AWARD | FORWARD AIR CORP | 1,227 | 0.00 USD | |
| 15 Mar 2022 | GRANT_AWARD | BREAD FINANCIAL HOLDINGS, INC. | 257 | — | |
| 15 Dec 2021 | GRANT_AWARD | BREAD FINANCIAL HOLDINGS, INC. | 227 | — | |
| 15 Sept 2021 | GRANT_AWARD | BREAD FINANCIAL HOLDINGS, INC. | 177 | — | |
| 15 Jun 2021 | GRANT_AWARD | BREAD FINANCIAL HOLDINGS, INC. | 1,491 | — | |
| 20 May 2021 | GRANT_AWARD | FORWARD AIR CORP | 1,230 | 0.00 USD | |
| 22 Jun 2020 | GRANT_AWARD | BREAD FINANCIAL HOLDINGS, INC. | 4,313 | — | |
| 13 May 2020 | GRANT_AWARD | FORWARD AIR CORP | 2,681 | 0.00 USD | |
| 23 Mar 2020 | PURCHASE | BREAD FINANCIAL HOLDINGS, INC. | 4,000 | 28.81 USD |
1 purchase reported after at least 12 months of silence — most recent on 15 Feb 2023.