Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Capstone Green Energy Holdings, Inc. | 39,904 | reported | 27 Aug 2021 | tx 70+751,826−92,558 |
| Kimball Electronics, Inc. | 34,297 | reported | 14 Nov 2025 | tx 7+34,297 |
| ALBEMARLE CORP | 8,692 | reported | 01 Jul 2025 | tx 7+10,106 |
| ENERPAC TOOL GROUP CORP | 7,473 | reported | 03 Dec 2019 | tx 37+114,022−24,734 |
| BEMIS CO INC | 0 | reported | 11 Jun 2019 | tx 15+32,222−30,699 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 14 Nov 2025 | GRANT_AWARD | Kimball Electronics, Inc. | 4,411 | 28.34 USD | |
| 01 Jul 2025 | GRANT_AWARD | ALBEMARLE CORP | 2,725 | 0.00 USD | deriv |
| 15 Nov 2024 | GRANT_AWARD | Kimball Electronics, Inc. | 6,548 | 19.09 USD | |
| 01 Jul 2024 | GRANT_AWARD | ALBEMARLE CORP | 1,750 | 0.00 USD | deriv |
| 27 Nov 2023 | GRANT_AWARD | Kimball Electronics, Inc. | 4,953 | 25.24 USD | |
| 03 Jul 2023 | GRANT_AWARD | ALBEMARLE CORP | 750 | 0.00 USD | deriv |
| 18 Nov 2022 | GRANT_AWARD | Kimball Electronics, Inc. | 5,365 | 23.30 USD | |
| 01 Jul 2022 | GRANT_AWARD | ALBEMARLE CORP | 731 | 0.00 USD | deriv |
| 17 Nov 2021 | GRANT_AWARD | Kimball Electronics, Inc. | 5,027 | 24.87 USD | |
| 27 Aug 2021 | TAX_WITHHOLDING | Capstone Green Energy Holdings, Inc. | 4,098 | 4.58 USD | |
| 01 Jul 2021 | GRANT_AWARD | ALBEMARLE CORP | 775 | 0.00 USD | deriv |
| 18 Nov 2020 | GRANT_AWARD | Kimball Electronics, Inc. | 4,235 | 15.35 USD | |
| 29 Aug 2020 | TAX_WITHHOLDING | Capstone Green Energy Holdings, Inc. | 2,573 | 4.12 USD | |
| 27 Aug 2020 | GRANT_AWARD | Capstone Green Energy Holdings, Inc. | 11,710 | 0.00 USD | |
| 01 Jul 2020 | GRANT_AWARD | ALBEMARLE CORP | 1,725 | 0.00 USD | deriv |
| 11 Dec 2019 | PURCHASE | Capstone Green Energy Holdings, Inc. | 3,000 | 3.33 USD | |
| 03 Dec 2019 | GRANT_AWARD | ENERPAC TOOL GROUP CORP | 938 | 0.00 USD | deriv |
| 15 Nov 2019 | GRANT_AWARD | Kimball Electronics, Inc. | 3,758 | 17.30 USD | |
| 04 Sept 2019 | GRANT_AWARD | ENERPAC TOOL GROUP CORP | 1,014 | 0.00 USD | deriv |
| 30 Aug 2019 | TAX_WITHHOLDING | Capstone Green Energy Holdings, Inc. | 15,350 | 0.65 USD | |
| 29 Aug 2019 | GRANT_AWARD | Capstone Green Energy Holdings, Inc. | 73,529 | 0.00 USD | |
| 14 Aug 2019 | SALE | ENERPAC TOOL GROUP CORP | 1,647 | 21.20 USD | |
| 14 Aug 2019 | EXERCISE | ENERPAC TOOL GROUP CORP | 1,647 | 19.20 USD | |
| 14 Aug 2019 | EXERCISE | ENERPAC TOOL GROUP CORP | 1,647 | 0.00 USD | deriv |
| 15 Aug 2019 | SALE | ENERPAC TOOL GROUP CORP | 9,073 | 21.23 USD |
2 purchases reported after at least 12 months of silence — most recent on 08 Feb 2018.