Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| METLIFE INC | 336,598.02 | reported | 12 Jun 2015 | tx 92+1,575,303.97−360,614 |
| Ethos Technologies Inc. | 271,025 | reported | 30 Jan 2026 | tx 1+260,525 |
| Evercore Inc. | 12,278 | reported | 11 Jun 2025 | tx 12+12,278 |
| Athene Holding Ltd | 0 | reported | 01 Jan 2022 | tx 74+2,956,448−5,895,935 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 30 Jan 2026 | PURCHASE | Ethos Technologies Inc. | 260,525 | 19.00 USD | |
| 11 Jun 2025 | GRANT_AWARD | Evercore Inc. | 527 | 0.00 USD | |
| 18 Jun 2024 | GRANT_AWARD | Evercore Inc. | 639 | 0.00 USD | |
| 15 Jun 2023 | GRANT_AWARD | Evercore Inc. | 1,069 | 0.00 USD | |
| 16 Jun 2022 | GRANT_AWARD | Evercore Inc. | 1,184 | 0.00 USD | |
| 01 Jan 2022 | OTHER | Athene Holding Ltd | 23,564 | — | |
| 01 Jan 2022 | GRANT_AWARD | Athene Holding Ltd | 23,564 | 0.00 USD | |
| 01 Jan 2022 | OTHER | Athene Holding Ltd | 35,345 | — | |
| 01 Jan 2022 | OTHER | Athene Holding Ltd | 482,529 | — | |
| 01 Jan 2022 | GRANT_AWARD | Athene Holding Ltd | 20,117 | 0.00 USD | deriv |
| 01 Jan 2022 | OTHER | Athene Holding Ltd | 24,121 | — | deriv |
| 01 Jan 2022 | OTHER | Athene Holding Ltd | 20,117 | — | deriv |
| 01 Jan 2022 | OTHER | Athene Holding Ltd | 52,817 | — | deriv |
| 01 Jan 2022 | OTHER | Athene Holding Ltd | 46,642 | — | deriv |
| 01 Jan 2022 | OTHER | Athene Holding Ltd | 51,547 | — | deriv |
| 01 Jan 2022 | OTHER | Athene Holding Ltd | 39,767 | — | deriv |
| 01 Jan 2022 | OTHER | Athene Holding Ltd | 39,767 | — | deriv |
| 01 Jan 2022 | OTHER | Athene Holding Ltd | 64,323 | — | deriv |
| 01 Jan 2022 | OTHER | Athene Holding Ltd | 3,928 | — | deriv |
| 01 Jan 2022 | OTHER | Athene Holding Ltd | 6,706 | — | deriv |
| 01 Jan 2022 | OTHER | Athene Holding Ltd | 12,061 | — | deriv |
| 01 Jan 2022 | OTHER | Athene Holding Ltd | 2,375,000 | — | deriv |
| 01 Jan 2022 | GRANT_AWARD | Athene Holding Ltd | 24,121 | 0.00 USD | deriv |
| 17 Jun 2021 | GRANT_AWARD | Evercore Inc. | 644 | 0.00 USD | |
| 01 Mar 2021 | TAX_WITHHOLDING | Athene Holding Ltd | 3,431 | 45.59 USD |