Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| WALGREEN CO | 447,118 | reported | 12 Nov 2014 | tx 57+2,840,790−309,617 |
| P3 Health Partners Inc. | 218,561 | reported | 06 Aug 2025 | tx 8+8,314,761−6,843,525 |
| OptimizeRx Corp | 57,183 | reported | 11 Jun 2025 | tx 22+73,281−16,098 |
| VERIZON COMMUNICATIONS INC | 24,921 | reported | 06 Mar 2018 | tx 6+21,930.51 |
| PNC FINANCIAL SERVICES GROUP, INC. | 3,729 | reported | 01 Oct 2018 | tx 16+7,338 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 06 Aug 2025 | GRANT_AWARD | P3 Health Partners Inc. | 2,000 | 0.00 USD | |
| 11 Jun 2025 | GRANT_AWARD | OptimizeRx Corp | 9,868 | 0.00 USD | |
| 07 Jun 2024 | GRANT_AWARD | OptimizeRx Corp | 13,286 | 0.00 USD | |
| 05 Jun 2024 | EXERCISE | OptimizeRx Corp | 10,061 | 0.00 USD | |
| 05 Jun 2024 | EXERCISE | OptimizeRx Corp | 10,061 | 0.00 USD | deriv |
| 06 Jun 2024 | GRANT_AWARD | P3 Health Partners Inc. | 482,640 | 0.00 USD | deriv |
| 23 Oct 2023 | GRANT_AWARD | P3 Health Partners Inc. | 216,561 | 0.00 USD | |
| 07 Jun 2023 | EXERCISE | OptimizeRx Corp | 4,637 | 0.00 USD | |
| 07 Jun 2023 | EXERCISE | OptimizeRx Corp | 4,637 | 0.00 USD | deriv |
| 07 Jun 2023 | GRANT_AWARD | OptimizeRx Corp | 10,061 | 0.00 USD | deriv |
| 31 Mar 2023 | EXERCISE | OptimizeRx Corp | 657 | 0.00 USD | |
| 31 Mar 2023 | EXERCISE | OptimizeRx Corp | 657 | 0.00 USD | deriv |
| 30 Dec 2022 | EXERCISE | OptimizeRx Corp | 409 | 0.00 USD | |
| 30 Dec 2022 | EXERCISE | OptimizeRx Corp | 409 | 0.00 USD | deriv |
| 29 Sept 2022 | EXERCISE | OptimizeRx Corp | 334 | 0.00 USD | |
| 29 Sept 2022 | EXERCISE | OptimizeRx Corp | 334 | 0.00 USD | deriv |
| 09 Jun 2022 | GRANT_AWARD | OptimizeRx Corp | 4,637 | 0.00 USD | deriv |
| 30 Mar 2022 | GRANT_AWARD | OptimizeRx Corp | 657 | 0.00 USD | deriv |
| 24 Mar 2022 | GRANT_AWARD | P3 Health Partners Inc. | 85,535 | 0.00 USD | deriv |
| 30 Dec 2021 | GRANT_AWARD | OptimizeRx Corp | 409 | 0.00 USD | deriv |
| 04 Oct 2021 | CONVERSION | P3 Health Partners Inc. | 6,843,525 | — | |
| 04 Oct 2021 | CONVERSION | P3 Health Partners Inc. | 6,843,525 | — | deriv |
| 29 Sept 2021 | GRANT_AWARD | OptimizeRx Corp | 334 | 0.00 USD | deriv |
| 30 Jun 2021 | GRANT_AWARD | OptimizeRx Corp | 407 | 0.00 USD | |
| 31 Mar 2021 | GRANT_AWARD | OptimizeRx Corp | 539 | 0.00 USD |