Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| JPMORGAN CHASE & CO | 329,019 | reported | 17 Apr 2017 | tx 93+2,535,449−3,226,089.42 |
| Capitol Investment Corp. V | 0 | reported | 27 Sept 2024 | tx 8+898,678−35,945 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 27 Sept 2024 | OTHER | Capitol Investment Corp. V | 5,832 | 6.29 USD | |
| 27 Sept 2024 | OTHER | Capitol Investment Corp. V | 15,056 | 6.29 USD | |
| 27 Sept 2024 | OTHER | Capitol Investment Corp. V | 15,057 | 6.29 USD | |
| 08 Jun 2023 | GRANT_AWARD | Capitol Investment Corp. V | 96,120 | 0.00 USD | |
| 05 Oct 2021 | GRANT_AWARD | Capitol Investment Corp. V | 17,530 | 0.00 USD | |
| 05 Oct 2021 | GRANT_AWARD | Capitol Investment Corp. V | 32,190 | 0.00 USD | |
| 28 Jul 2021 | GRANT_AWARD | Capitol Investment Corp. V | 376,422 | — | |
| 28 Jul 2021 | GRANT_AWARD | Capitol Investment Corp. V | 376,416 | — | |
| 17 Apr 2017 | SALE | JPMORGAN CHASE & CO | 3,405 | 85.06 USD | |
| 15 Feb 2017 | GIFT | JPMORGAN CHASE & CO | 1,243 | 0.00 USD | |
| 26 Jan 2017 | EXERCISE | JPMORGAN CHASE & CO | 20,921 | 46.58 USD | |
| 26 Jan 2017 | EXERCISE | JPMORGAN CHASE & CO | 16,423 | 35.61 USD | |
| 26 Jan 2017 | TAX_WITHHOLDING | JPMORGAN CHASE & CO | 28,049 | 86.45 USD | |
| 26 Jan 2017 | EXERCISE | JPMORGAN CHASE & CO | 16,423 | 0.00 USD | deriv |
| 26 Jan 2017 | EXERCISE | JPMORGAN CHASE & CO | 20,921 | 0.00 USD | deriv |
| 17 Jan 2017 | GRANT_AWARD | JPMORGAN CHASE & CO | 64,986 | 0.00 USD | deriv |
| 17 Jan 2017 | SALE | JPMORGAN CHASE & CO | 42,083.42 | 84.16 USD | |
| 13 Jan 2017 | EXERCISE | JPMORGAN CHASE & CO | 87,199 | 0.00 USD | |
| 13 Jan 2017 | EXERCISE | JPMORGAN CHASE & CO | 84,234 | 0.00 USD | |
| 13 Jan 2017 | TAX_WITHHOLDING | JPMORGAN CHASE & CO | 87,265 | 87.14 USD | |
| 13 Jan 2017 | EXERCISE | JPMORGAN CHASE & CO | 87,199 | 0.00 USD | deriv |
| 13 Jan 2017 | EXERCISE | JPMORGAN CHASE & CO | 84,234 | 0.00 USD | deriv |
| 15 Jul 2016 | SALE | JPMORGAN CHASE & CO | 3,991 | 63.91 USD | |
| 15 Apr 2016 | EXERCISE | JPMORGAN CHASE & CO | 15,000 | 44.29 USD | |
| 15 Apr 2016 | TAX_WITHHOLDING | JPMORGAN CHASE & CO | 18,395 | 62.18 USD |