Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Oportun Financial Corp | 1,361,085 | reported | 10 Mar 2026 | tx 113+3,406,790−2,883,277 |
| STAPLES INC | 42,218 | reported | 03 Jun 2015 | tx 4+42,218 |
| INTUIT INC. | 497 | reported | 23 Jan 2026 | tx 30+20,233−15,875 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 10 Mar 2026 | TAX_WITHHOLDING | Oportun Financial Corp | 21,094 | — | |
| 10 Mar 2026 | TAX_WITHHOLDING | Oportun Financial Corp | 32,787 | — | |
| 10 Mar 2026 | TAX_WITHHOLDING | Oportun Financial Corp | 18,260 | — | |
| 10 Mar 2026 | TAX_WITHHOLDING | Oportun Financial Corp | 18,190 | — | |
| 22 Jan 2026 | EXERCISE | INTUIT INC. | 347 | 0.00 USD | |
| 22 Jan 2026 | EXERCISE | INTUIT INC. | 347 | 0.00 USD | deriv |
| 23 Jan 2026 | GRANT_AWARD | INTUIT INC. | 497 | 0.00 USD | deriv |
| 02 Apr 2025 | GRANT_AWARD | Oportun Financial Corp | 225,000 | — | |
| 02 Apr 2025 | GRANT_AWARD | Oportun Financial Corp | 225,000 | 0.00 USD | deriv |
| 10 Mar 2025 | TAX_WITHHOLDING | Oportun Financial Corp | 4,092 | — | |
| 10 Mar 2025 | TAX_WITHHOLDING | Oportun Financial Corp | 20,986 | — | |
| 10 Mar 2025 | TAX_WITHHOLDING | Oportun Financial Corp | 20,976 | — | |
| 10 Mar 2025 | TAX_WITHHOLDING | Oportun Financial Corp | 17,645 | — | |
| 24 Jan 2025 | EXERCISE | INTUIT INC. | 903 | 0.00 USD | |
| 24 Jan 2025 | GRANT_AWARD | INTUIT INC. | 469 | 0.00 USD | deriv |
| 24 Jan 2025 | EXERCISE | INTUIT INC. | 903 | 0.00 USD | deriv |
| 27 Nov 2024 | PURCHASE | Oportun Financial Corp | 8,844 | 3.86 USD | first after silence |
| 10 Sept 2024 | TAX_WITHHOLDING | Oportun Financial Corp | 11,231 | — | |
| 14 Jun 2024 | GRANT_AWARD | Oportun Financial Corp | 152,672 | — | |
| 14 Jun 2024 | GRANT_AWARD | Oportun Financial Corp | 152,672 | 0.00 USD | deriv |
| 15 Mar 2024 | TAX_WITHHOLDING | Oportun Financial Corp | 20,975 | 3.52 USD | |
| 15 Mar 2024 | TAX_WITHHOLDING | Oportun Financial Corp | 17,659 | 3.52 USD | |
| 15 Mar 2024 | TAX_WITHHOLDING | Oportun Financial Corp | 3,672 | 3.52 USD | |
| 15 Mar 2024 | EXERCISE | Oportun Financial Corp | 23,027 | — | |
| 15 Mar 2024 | TAX_WITHHOLDING | Oportun Financial Corp | 8,621 | 3.52 USD |
2 purchases reported after at least 12 months of silence — most recent on 27 Nov 2024.