Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| SVB FINANCIAL GROUP | 21,427 | reported | 21 Dec 2015 | tx 266+404,128−545,835 |
| Avidbank Holdings, Inc. | 19,444 | reported | 19 May 2026 | tx 2+5,500 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 19 May 2026 | GRANT_AWARD | Avidbank Holdings, Inc. | 1,500 | 0.00 USD | |
| 07 Aug 2025 | PURCHASE | Avidbank Holdings, Inc. | 4,000 | 23.00 USD | |
| 21 Dec 2015 | TAX_WITHHOLDING | SVB FINANCIAL GROUP | 1,801 | 119.77 USD | |
| 21 Dec 2015 | EXERCISE | SVB FINANCIAL GROUP | 3,450 | — | |
| 21 Dec 2015 | EXERCISE | SVB FINANCIAL GROUP | 3,450 | — | deriv |
| 17 Nov 2015 | SALE | SVB FINANCIAL GROUP | 1,606 | 128.51 USD | |
| 02 Nov 2015 | SALE | SVB FINANCIAL GROUP | 5,859 | 125.47 USD | |
| 05 May 2015 | EXERCISE | SVB FINANCIAL GROUP | 1,950 | 64.37 USD | |
| 05 May 2015 | SALE | SVB FINANCIAL GROUP | 1,950 | 131.16 USD | |
| 05 May 2015 | EXERCISE | SVB FINANCIAL GROUP | 1,950 | 64.37 USD | deriv |
| 01 May 2015 | EXERCISE | SVB FINANCIAL GROUP | 375 | — | |
| 01 May 2015 | TAX_WITHHOLDING | SVB FINANCIAL GROUP | 141 | 129.81 USD | |
| 30 Mar 2015 | GRANT_AWARD | SVB FINANCIAL GROUP | 3,000 | — | deriv |
| 01 May 2015 | GRANT_AWARD | SVB FINANCIAL GROUP | 2,952 | 129.81 USD | deriv |
| 01 May 2015 | EXERCISE | SVB FINANCIAL GROUP | 375 | — | deriv |
| 01 May 2015 | GRANT_AWARD | SVB FINANCIAL GROUP | 976 | — | deriv |
| 30 Apr 2015 | SALE | SVB FINANCIAL GROUP | 1,875 | 133.86 USD | |
| 30 Apr 2015 | EXERCISE | SVB FINANCIAL GROUP | 1,875 | 71.11 USD | |
| 30 Apr 2015 | EXERCISE | SVB FINANCIAL GROUP | 550 | — | |
| 30 Apr 2015 | TAX_WITHHOLDING | SVB FINANCIAL GROUP | 207 | 132.76 USD | |
| 30 Apr 2015 | EXERCISE | SVB FINANCIAL GROUP | 550 | — | deriv |
| 30 Apr 2015 | EXERCISE | SVB FINANCIAL GROUP | 1,875 | 71.11 USD | deriv |
| 29 Apr 2015 | TAX_WITHHOLDING | SVB FINANCIAL GROUP | 76 | 133.12 USD | |
| 29 Apr 2015 | SALE | SVB FINANCIAL GROUP | 2,000 | 131.68 USD | |
| 29 Apr 2015 | EXERCISE | SVB FINANCIAL GROUP | 202 | — |