Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| C1 Fund Inc. | 30,000 | reported | 08 Aug 2025 | tx 1+30,000 |
| Axos Financial, Inc. | 3,615 | reported | 14 Nov 2025 | tx 11+29,193−13,183 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 14 Nov 2025 | EXERCISE | Axos Financial, Inc. | 4,289 | 79.12 USD | |
| 14 Nov 2025 | OTHER | Axos Financial, Inc. | 2,144 | 79.12 USD | |
| 14 Nov 2025 | GRANT_AWARD | Axos Financial, Inc. | 3,615 | 0.00 USD | deriv |
| 14 Nov 2025 | EXERCISE | Axos Financial, Inc. | 4,289 | 0.00 USD | deriv |
| 08 Aug 2025 | PURCHASE | C1 Fund Inc. | 30,000 | 10.00 USD | |
| 04 Mar 2025 | PURCHASE | Axos Financial, Inc. | 3,000 | 64.73 USD | |
| 15 Dec 2024 | EXERCISE | Axos Financial, Inc. | 4,500 | 79.62 USD | |
| 15 Dec 2024 | OTHER | Axos Financial, Inc. | 2,250 | 79.62 USD | |
| 15 Dec 2024 | EXERCISE | Axos Financial, Inc. | 4,500 | 0.00 USD | deriv |
| 14 Nov 2024 | GRANT_AWARD | Axos Financial, Inc. | 4,289 | 0.00 USD | deriv |
| 15 Mar 2024 | PURCHASE | Axos Financial, Inc. | 5,000 | 49.75 USD | |
| 15 Dec 2023 | GRANT_AWARD | Axos Financial, Inc. | 4,500 | 0.00 USD | deriv |