Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 130,846 | reported | 09 Mar 2018 | tx 109+481,475−539,402 |
| ITERIS, INC. | 0 | reported | 01 Nov 2024 | tx 14+121,575−121,575 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 01 Nov 2024 | OTHER | ITERIS, INC. | 92,526 | 7.20 USD | |
| 22 Oct 2024 | GRANT_AWARD | ITERIS, INC. | 11,126 | 0.00 USD | |
| 07 Sept 2023 | GRANT_AWARD | ITERIS, INC. | 17,429 | 0.00 USD | |
| 08 Sept 2022 | EXERCISE | ITERIS, INC. | 14,625 | 0.00 USD | |
| 12 Sept 2022 | GRANT_AWARD | ITERIS, INC. | 24,922 | 0.00 USD | |
| 08 Sept 2022 | EXERCISE | ITERIS, INC. | 14,625 | 0.00 USD | deriv |
| 09 Feb 2022 | GRANT_AWARD | ITERIS, INC. | 10,000 | 3.44 USD | |
| 14 Sept 2021 | GRANT_AWARD | ITERIS, INC. | 14,625 | 0.00 USD | deriv |
| 09 Sept 2021 | EXERCISE | ITERIS, INC. | 9,569 | 0.00 USD | |
| 09 Sept 2021 | EXERCISE | ITERIS, INC. | 9,569 | — | deriv |
| 15 Oct 2020 | EXERCISE | ITERIS, INC. | 9,569 | 0.00 USD | deriv |
| 10 Sept 2020 | EXERCISE | ITERIS, INC. | 4,855 | 0.00 USD | |
| 10 Sept 2020 | EXERCISE | ITERIS, INC. | 4,855 | — | deriv |
| 21 Jan 2020 | EXERCISE | ITERIS, INC. | 4,855 | 0.00 USD | deriv |
| 09 Mar 2018 | SALE | RAYMOND JAMES FINANCIAL INC | 20,003 | 98.63 USD | |
| 27 Feb 2018 | GIFT | RAYMOND JAMES FINANCIAL INC | 22 | 0.00 USD | |
| 04 Dec 2017 | GIFT | RAYMOND JAMES FINANCIAL INC | 50 | 0.00 USD | |
| 15 Dec 2017 | EXERCISE | RAYMOND JAMES FINANCIAL INC | 4,220 | 0.00 USD | |
| 15 Dec 2017 | GRANT_AWARD | RAYMOND JAMES FINANCIAL INC | 3,895 | 0.00 USD | deriv |
| 15 Dec 2017 | EXERCISE | RAYMOND JAMES FINANCIAL INC | 4,220 | 0.00 USD | deriv |
| 29 Nov 2017 | GRANT_AWARD | RAYMOND JAMES FINANCIAL INC | 4,473 | 0.00 USD | |
| 29 Nov 2017 | EXERCISE | RAYMOND JAMES FINANCIAL INC | 2,500 | 37.87 USD | |
| 29 Nov 2017 | EXERCISE | RAYMOND JAMES FINANCIAL INC | 2,500 | 0.00 USD | deriv |
| 30 Nov 2017 | GRANT_AWARD | RAYMOND JAMES FINANCIAL INC | 5,000 | 0.00 USD | deriv |
| 21 Nov 2017 | EXERCISE | RAYMOND JAMES FINANCIAL INC | 110 | 48.20 USD |