Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Chefs' Warehouse, Inc. | 8,092 | reported | 08 May 2026 | tx 4+8,092 |
| SS&C Technologies Holdings Inc | 7,600 | reported | 20 May 2026 | tx 10+18,300−7,600 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 20 May 2026 | EXERCISE | SS&C Technologies Holdings Inc | 2,580 | — | |
| 20 May 2026 | EXERCISE | SS&C Technologies Holdings Inc | 2,580 | 0.00 USD | deriv |
| 20 May 2026 | GRANT_AWARD | SS&C Technologies Holdings Inc | 3,200 | 0.00 USD | deriv |
| 08 May 2026 | GRANT_AWARD | Chefs' Warehouse, Inc. | 1,652 | 0.00 USD | |
| 21 May 2025 | EXERCISE | SS&C Technologies Holdings Inc | 3,348 | — | |
| 21 May 2025 | EXERCISE | SS&C Technologies Holdings Inc | 3,348 | 0.00 USD | deriv |
| 21 May 2025 | GRANT_AWARD | SS&C Technologies Holdings Inc | 2,547 | 0.00 USD | deriv |
| 09 May 2025 | GRANT_AWARD | Chefs' Warehouse, Inc. | 2,184 | 0.00 USD | |
| 10 Jan 2025 | EXERCISE | SS&C Technologies Holdings Inc | 1,672 | — | |
| 10 Jan 2025 | EXERCISE | SS&C Technologies Holdings Inc | 1,672 | 0.00 USD | deriv |
| 29 May 2024 | GRANT_AWARD | SS&C Technologies Holdings Inc | 3,304 | 0.00 USD | deriv |
| 10 May 2024 | GRANT_AWARD | Chefs' Warehouse, Inc. | 3,506 | 0.00 USD | |
| 14 Feb 2024 | GRANT_AWARD | Chefs' Warehouse, Inc. | 750 | 0.00 USD | |
| 10 Jan 2024 | GRANT_AWARD | SS&C Technologies Holdings Inc | 1,649 | 0.00 USD | deriv |