| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Circle Internet Group, Inc. | Director | Class A Common Stock | 152,328 | $11,001,128 | $72.22 | 24 Nov 2025 | Direct |
| Circle Internet Group, Inc. | Director | Class A Common Stock | 23,254 | $2,853,498 | $122.71 | 24 Nov 2025 | By Fenway Summer Charitable Remainder Trust |
| Customers Bancorp, Inc. | Director | Common Stock | 6,900 | $350,451 | $50.79 | 17 Mar 2025 | Direct |
| GREEN DOT CORP | Director | Class A Common Stock | 33,693 | $316,040 | $9.38 | 25 May 2023 | Direct |
| Circle Internet Group, Inc. | Director | Class A Common Stock | 0 | $0 | $72.29 | 24 Nov 2025 | By Fenway Summer Ventures LP |
| Circle Internet Group, Inc. | Director | Series B Preferred Stock | 0 | 06 Jun 2025 | By FS Venture Capital L.L.C. | ||
| Circle Internet Group, Inc. | Director | Series C Preferred Stock | 0 | 06 Jun 2025 | By Fenway Summer Ventures LP | ||
| Circle Internet Group, Inc. | Director | Series C Preferred Stock | 0 | 06 Jun 2025 | By FS Venture Capital L.L.C. | ||
| Circle Internet Group, Inc. | Director | Series D Preferred Stock | 0 | 06 Jun 2025 | By Fenway Summer Ventures LP | ||
| Circle Internet Group, Inc. | Director | Series D Preferred Stock | 0 | 06 Jun 2025 | By FS Venture Capital L.L.C. |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| CRCL | Circle Internet Group, Inc. | 24 Nov 2025 | 2 | -$10,643,086 | 4 | Director | 25 Nov 2025, 17:02 |
| CRCL | Circle Internet Group, Inc. | 20 Nov 2025 | 4 | -$496,270 | 4 | Director | 21 Nov 2025, 17:03 |
| CRCL | Circle Internet Group, Inc. | 17 Nov 2025 | 3 | -$2,752,636 | 4 | Director | 19 Nov 2025, 17:01 |
| CRCL | Circle Internet Group, Inc. | 13 Nov 2025 | 6 | -$24,509,487 | 4 | Director | 17 Nov 2025, 17:12 |
| CRCL | Circle Internet Group, Inc. | 18 Aug 2025 | 3 | -$6,205,199 | 4 | Director | 20 Aug 2025, 16:37 |
| CRCL | Circle Internet Group, Inc. | 06 Jun 2025 | 8 | -$1,465,000 | 4 | Director | 09 Jun 2025, 17:28 |
| CRCL | Circle Internet Group, Inc. | 04 Jun 2025 | 0 | $0 | 3 | Director | 04 Jun 2025, 17:54 |
| CUBI | Customers Bancorp, Inc. | 17 Mar 2025 | 1 | +$31,744 | 4 | Director | 19 Mar 2025, 07:39 |
| CUBI | Customers Bancorp, Inc. | 16 Dec 2024 | 1 | +$33,444 | 4 | Director | 17 Dec 2024, 08:42 |
| CUBI | Customers Bancorp, Inc. | 16 Sep 2024 | 1 | +$30,219 | 4 | Director | 17 Sep 2024, 10:12 |
| CUBI | Customers Bancorp, Inc. | 17 Jun 2024 | 1 | +$27,538 | 4 | Director | 18 Jun 2024, 13:40 |
| CUBI | Customers Bancorp, Inc. | 15 Mar 2024 | 1 | +$30,469 | 4 | Director | 18 Mar 2024, 14:06 |
| CUBI | Customers Bancorp, Inc. | 15 Dec 2023 | 1 | +$40,380 | 4 | Director | 18 Dec 2023, 10:16 |
| CUBI | Customers Bancorp, Inc. | 15 Sep 2023 | 1 | +$26,265 | 4 | Director | 18 Sep 2023, 15:23 |
| CUBI | Customers Bancorp, Inc. | 15 Jun 2023 | 1 | +$20,632 | 4 | Director | 15 Jun 2023, 16:33 |
| GDOT | GREEN DOT CORP | 25 May 2023 | 1 | $0 | 4 | Director | 30 May 2023, 18:48 |
| CUBI | Customers Bancorp, Inc. | 15 Mar 2023 | 1 | +$13,560 | 4 | Director | 16 Mar 2023, 12:06 |
| CUBI | Customers Bancorp, Inc. | 15 Dec 2022 | 1 | +$22,180 | 4 | Director | 15 Dec 2022, 14:40 |
| CUBI | Customers Bancorp, Inc. | 28 Sep 2022 | 0 | $0 | 3 | Director | 12 Oct 2022, 13:04 |
| GDOT | GREEN DOT CORP | 19 May 2022 | 2 | -$181,466 | 4 | Director | 01 Jun 2022, 18:19 |
| GDOT | GREEN DOT CORP | 09 Nov 2021 | 1 | -$279,480 | 4 | Director | 10 Nov 2021, 16:46 |
| GDOT | GREEN DOT CORP | 27 May 2021 | 1 | $0 | 4 | Director | 01 Jun 2021, 21:32 |