Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| AXIS CAPITAL HOLDINGS LTD | 24,525 | reported | 15 Jan 2026 | tx 8+24,525 |
| PATHWARD FINANCIAL, INC. | 15,000 | reported | 24 Feb 2026 | tx 7+17,950 |
| HARTFORD INSURANCE GROUP, INC. | 2,923.85 | reported | 10 Aug 2011 | tx 43+602,407.07−56,949.29 |
| Brighthouse Financial, Inc. | 2,837 | reported | 12 Jun 2025 | tx 7+11,631−4,397 |
| COMPUTER SCIENCES CORP | 0 | reported | 01 Apr 2017 | tx 2+4,200−4,200 |
| BOSTON PRIVATE FINANCIAL HOLDINGS INC | 0 | reported | 01 Jul 2021 | tx 32+51,095.99−51,186.73 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 24 Feb 2026 | GRANT_AWARD | PATHWARD FINANCIAL, INC. | 1,650 | 0.00 USD | |
| 15 Jan 2026 | GRANT_AWARD | AXIS CAPITAL HOLDINGS LTD | 1,843 | — | |
| 12 Jun 2025 | GRANT_AWARD | Brighthouse Financial, Inc. | 2,837 | 0.00 USD | deriv |
| 06 Jun 2025 | EXERCISE | Brighthouse Financial, Inc. | 3,850 | 0.00 USD | |
| 06 Jun 2025 | EXERCISE | Brighthouse Financial, Inc. | 3,850 | 0.00 USD | deriv |
| 25 Feb 2025 | GRANT_AWARD | PATHWARD FINANCIAL, INC. | 1,950 | 0.00 USD | |
| 16 Jan 2025 | GRANT_AWARD | AXIS CAPITAL HOLDINGS LTD | 2,331 | — | |
| 06 Jun 2024 | EXERCISE | Brighthouse Financial, Inc. | 547 | 0.00 USD | |
| 06 Jun 2024 | EXERCISE | Brighthouse Financial, Inc. | 547 | 0.00 USD | deriv |
| 06 Jun 2024 | GRANT_AWARD | Brighthouse Financial, Inc. | 3,850 | 0.00 USD | deriv |
| 09 Apr 2024 | GRANT_AWARD | Brighthouse Financial, Inc. | 547 | 0.00 USD | deriv |
| 01 Mar 2024 | GRANT_AWARD | PATHWARD FINANCIAL, INC. | 2,950 | 0.00 USD | |
| 27 Feb 2024 | GRANT_AWARD | PATHWARD FINANCIAL, INC. | 2,950 | 0.00 USD | |
| 16 Jan 2024 | GRANT_AWARD | AXIS CAPITAL HOLDINGS LTD | 3,868 | — | |
| 28 Feb 2023 | GRANT_AWARD | PATHWARD FINANCIAL, INC. | 2,950 | 0.00 USD | |
| 17 Jan 2023 | GRANT_AWARD | AXIS CAPITAL HOLDINGS LTD | 3,725 | — | |
| 23 Feb 2022 | GRANT_AWARD | PATHWARD FINANCIAL, INC. | 2,800 | 0.00 USD | |
| 14 Jan 2022 | GRANT_AWARD | AXIS CAPITAL HOLDINGS LTD | 4,648 | — | |
| 01 Jul 2021 | OTHER | BOSTON PRIVATE FINANCIAL HOLDINGS INC | 40,186.73 | 0.00 USD | |
| 25 May 2021 | SALE | BOSTON PRIVATE FINANCIAL HOLDINGS INC | 400 | 15.20 USD | |
| 25 May 2021 | SALE | BOSTON PRIVATE FINANCIAL HOLDINGS INC | 5,440 | 15.20 USD | |
| 25 May 2021 | SALE | BOSTON PRIVATE FINANCIAL HOLDINGS INC | 200 | 15.21 USD | |
| 25 May 2021 | SALE | BOSTON PRIVATE FINANCIAL HOLDINGS INC | 4,442 | 15.19 USD | |
| 25 May 2021 | SALE | BOSTON PRIVATE FINANCIAL HOLDINGS INC | 190 | 15.21 USD | |
| 25 May 2021 | SALE | BOSTON PRIVATE FINANCIAL HOLDINGS INC | 328 | 15.18 USD |