Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| FRANKLIN COVEY CO | 24,011 | reported | 23 Jan 2026 | tx 7+24,011 |
| CORPORATE EXECUTIVE BOARD CO | 0 | reported | 22 Mar 2006 | tx 18+147,438−132,754 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 23 Jan 2026 | GRANT_AWARD | FRANKLIN COVEY CO | 5,778 | 0.00 USD | |
| 24 Jan 2025 | GRANT_AWARD | FRANKLIN COVEY CO | 3,417 | 0.00 USD | |
| 19 Jan 2024 | GRANT_AWARD | FRANKLIN COVEY CO | 2,892 | 0.00 USD | |
| 20 Jan 2023 | GRANT_AWARD | FRANKLIN COVEY CO | 2,647 | 0.00 USD | |
| 14 Jan 2022 | GRANT_AWARD | FRANKLIN COVEY CO | 2,210 | 0.00 USD | |
| 22 Jan 2021 | GRANT_AWARD | FRANKLIN COVEY CO | 4,007 | 0.00 USD | |
| 24 Jan 2020 | GRANT_AWARD | FRANKLIN COVEY CO | 3,060 | 0.00 USD | |
| 22 Mar 2006 | EXERCISE | CORPORATE EXECUTIVE BOARD CO | 3,225 | 31.00 USD | |
| 22 Mar 2006 | EXERCISE | CORPORATE EXECUTIVE BOARD CO | 3,225 | 0.00 USD | deriv |
| 16 Mar 2006 | EXERCISE | CORPORATE EXECUTIVE BOARD CO | 6,250 | 45.10 USD | |
| 16 Mar 2006 | TAX_WITHHOLDING | CORPORATE EXECUTIVE BOARD CO | 19,390 | 96.29 USD | |
| 17 Mar 2006 | SALE | CORPORATE EXECUTIVE BOARD CO | 13,775 | 94.37 USD | |
| 16 Mar 2006 | EXERCISE | CORPORATE EXECUTIVE BOARD CO | 14,415 | 32.41 USD | |
| 16 Mar 2006 | EXERCISE | CORPORATE EXECUTIVE BOARD CO | 12,500 | 32.30 USD | |
| 16 Mar 2006 | EXERCISE | CORPORATE EXECUTIVE BOARD CO | 14,415 | 0.00 USD | deriv |
| 16 Mar 2006 | EXERCISE | CORPORATE EXECUTIVE BOARD CO | 12,500 | 0.00 USD | deriv |
| 16 Mar 2006 | EXERCISE | CORPORATE EXECUTIVE BOARD CO | 6,250 | 0.00 USD | deriv |
| 07 May 2004 | EXERCISE | CORPORATE EXECUTIVE BOARD CO | 26,250 | 31.00 USD | |
| 07 May 2004 | EXERCISE | CORPORATE EXECUTIVE BOARD CO | 17,894 | 21.19 USD | |
| 07 May 2004 | SALE | CORPORATE EXECUTIVE BOARD CO | 49,931 | 50.11 USD | |
| 07 May 2004 | EXERCISE | CORPORATE EXECUTIVE BOARD CO | 26,250 | — | deriv |
| 07 May 2004 | EXERCISE | CORPORATE EXECUTIVE BOARD CO | 17,894 | — | deriv |
| 16 Mar 2004 | GRANT_AWARD | CORPORATE EXECUTIVE BOARD CO | 25,000 | — | deriv |
| 17 Mar 2004 | EXERCISE | CORPORATE EXECUTIVE BOARD CO | 5,514 | 21.19 USD | |
| 17 Mar 2004 | EXERCISE | CORPORATE EXECUTIVE BOARD CO | 5,514 | — | deriv |