Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Phoenix Education Partners, Inc. | 4,394 | reported | 20 Feb 2026 | tx 1+4,394 |
| UNIONBANCAL CORP | 0 | reported | 04 Nov 2008 | tx 14+53,965−101,420 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 20 Feb 2026 | GRANT_AWARD | Phoenix Education Partners, Inc. | 4,394 | — | |
| 04 Nov 2008 | OTHER | UNIONBANCAL CORP | 11,700 | 20.84 USD | deriv |
| 04 Nov 2008 | OTHER | UNIONBANCAL CORP | 12,000 | 13.76 USD | deriv |
| 04 Nov 2008 | OTHER | UNIONBANCAL CORP | 23,665 | 22.03 USD | deriv |
| 04 Nov 2008 | OTHER | UNIONBANCAL CORP | 20,300 | 10.08 USD | deriv |
| 04 Nov 2008 | OTHER | UNIONBANCAL CORP | 9,000 | 3.34 USD | deriv |
| 04 Nov 2008 | OTHER | UNIONBANCAL CORP | 6,500 | 12.85 USD | deriv |
| 01 Oct 2008 | SALE | UNIONBANCAL CORP | 2,760 | 73.50 USD | |
| 01 Oct 2008 | SALE | UNIONBANCAL CORP | 11,370 | 73.50 USD | |
| 29 Apr 2008 | SALE | UNIONBANCAL CORP | 2,654 | 53.08 USD | |
| 01 Apr 2008 | TAX_WITHHOLDING | UNIONBANCAL CORP | 1,182 | 51.47 USD | |
| 01 Apr 2008 | GRANT_AWARD | UNIONBANCAL CORP | 23,665 | 0.00 USD | deriv |
| 01 Apr 2007 | GRANT_AWARD | UNIONBANCAL CORP | 10,000 | 0.00 USD | |
| 01 Apr 2007 | TAX_WITHHOLDING | UNIONBANCAL CORP | 289 | 63.42 USD | |
| 01 Apr 2007 | GRANT_AWARD | UNIONBANCAL CORP | 20,300 | 0.00 USD | deriv |