Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Lucid Group, Inc. | 258,824 | reported | 05 Jun 2025 | tx 6+266,876 |
| Lumentum Holdings Inc. | 15,040 | reported | 17 Nov 2023 | tx 5+15,040 |
| TWFG, Inc. | 8,617 | reported | 31 Mar 2025 | tx 3+8,617 |
| VALVOLINE INC | 4,300 | reported | 28 Jan 2026 | tx 1+4,300 |
| Allegiance Bancshares, Inc. | 0 | reported | 01 Oct 2022 | tx 5+2,429−2,429 |
| Enviva Partners, LP | 0 | reported | 06 Dec 2024 | tx 26+49,481−49,436 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 28 Jan 2026 | GRANT_AWARD | VALVOLINE INC | 4,300 | 0.00 USD | deriv |
| 05 Jun 2025 | GRANT_AWARD | Lucid Group, Inc. | 108,713 | 0.00 USD | |
| 05 Jun 2025 | GRANT_AWARD | Lucid Group, Inc. | 8,052 | 0.00 USD | |
| 31 Mar 2025 | GRANT_AWARD | TWFG, Inc. | 2,588 | 0.00 USD | |
| 06 Dec 2024 | OTHER | Enviva Partners, LP | 38,485 | — | |
| 19 Jul 2024 | PURCHASE | TWFG, Inc. | 2,500 | 17.00 USD | first after silence |
| 17 Jul 2024 | GRANT_AWARD | TWFG, Inc. | 3,529 | 0.00 USD | |
| 04 Jun 2024 | GRANT_AWARD | Lucid Group, Inc. | 96,822 | 0.00 USD | |
| 31 Jan 2024 | EXERCISE | Enviva Partners, LP | 3,463 | 0.00 USD | |
| 31 Jan 2024 | EXERCISE | Enviva Partners, LP | 3,463 | 0.00 USD | deriv |
| 17 Nov 2023 | GRANT_AWARD | Lumentum Holdings Inc. | 5,416 | 0.00 USD | |
| 24 Apr 2023 | GRANT_AWARD | Lucid Group, Inc. | 32,258 | — | |
| 01 Feb 2023 | EXERCISE | Enviva Partners, LP | 2,081 | 0.00 USD | |
| 01 Feb 2023 | EXERCISE | Enviva Partners, LP | 2,081 | 0.00 USD | deriv |
| 31 Jan 2023 | GRANT_AWARD | Enviva Partners, LP | 3,463 | 0.00 USD | deriv |
| 16 Nov 2022 | GRANT_AWARD | Lumentum Holdings Inc. | 3,061 | 0.00 USD | |
| 29 Sept 2022 | OTHER | Allegiance Bancshares, Inc. | 387 | 0.00 USD | |
| 01 Oct 2022 | OTHER | Allegiance Bancshares, Inc. | 2,042 | 0.00 USD | |
| 09 Jun 2022 | GRANT_AWARD | Lucid Group, Inc. | 9,825 | — | |
| 28 Apr 2022 | GRANT_AWARD | Allegiance Bancshares, Inc. | 771 | 0.00 USD | |
| 10 Mar 2022 | GRANT_AWARD | Lumentum Holdings Inc. | 1,706 | 0.00 USD | |
| 01 Feb 2022 | GRANT_AWARD | Enviva Partners, LP | 2,081 | 0.00 USD | deriv |
| 27 Jan 2022 | EXERCISE | Enviva Partners, LP | 2,379 | 0.00 USD | |
| 27 Jan 2022 | EXERCISE | Enviva Partners, LP | 2,379 | 0.00 USD | deriv |
| 19 Nov 2021 | GRANT_AWARD | Lumentum Holdings Inc. | 2,618 | 0.00 USD |
1 purchase reported after at least 12 months of silence — most recent on 19 Jul 2024.