Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| EMPIRE FINANCIAL HOLDING CO | 484,848 | reported | 12 Jun 2008 | tx 1+484,848 |
| Finwise Bancorp | 56,063 | reported | 27 May 2025 | tx 4+12,563 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 27 May 2025 | GRANT_AWARD | Finwise Bancorp | 2,721 | 14.70 USD | |
| 28 May 2024 | GRANT_AWARD | Finwise Bancorp | 3,957 | 0.00 USD | |
| 18 Apr 2023 | GRANT_AWARD | Finwise Bancorp | 4,803 | 0.00 USD | |
| 14 Dec 2022 | GRANT_AWARD | Finwise Bancorp | 1,082 | 0.00 USD | |
| 12 Jun 2008 | PURCHASE | EMPIRE FINANCIAL HOLDING CO | 484,848 | 1.00 USD |