| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Circle Internet Group, Inc. | Director | Class A Common Stock | 172K | $21.1M | $122.71 | Nov 21, 2025 | Direct |
| Circle Internet Group, Inc. | Director | Class A Common Stock | 127K | $15.6M | $122.71 | Nov 20, 2025 | By Fenway Summer Ventures LP |
| Circle Internet Group, Inc. | Director | Class A Common Stock | 23.3K | $2.85M | $122.71 | Nov 21, 2025 | By Fenway Summer Charitable Remainder Trust |
| Customers Bancorp, Inc. | Director | Common Stock | 6.9K | $350K | $50.79 | Mar 17, 2025 | Direct |
| GREEN DOT CORP | Director | Class A Common Stock | 33.7K | $316K | $9.38 | May 25, 2023 | Direct |
| Circle Internet Group, Inc. | Director | Series B Preferred Stock | 0 | Jun 6, 2025 | By FS Venture Capital L.L.C. | ||
| Circle Internet Group, Inc. | Director | Series C Preferred Stock | 0 | Jun 6, 2025 | By Fenway Summer Ventures LP | ||
| Circle Internet Group, Inc. | Director | Series C Preferred Stock | 0 | Jun 6, 2025 | By FS Venture Capital L.L.C. | ||
| Circle Internet Group, Inc. | Director | Series D Preferred Stock | 0 | Jun 6, 2025 | By Fenway Summer Ventures LP | ||
| Circle Internet Group, Inc. | Director | Series D Preferred Stock | 0 | Jun 6, 2025 | By FS Venture Capital L.L.C. |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| CRCL | Circle Internet Group, Inc. | Nov 20, 2025 | 4 | -$496K | 4 | Nov 21, 2025 | Director |
| CRCL | Circle Internet Group, Inc. | Nov 17, 2025 | 3 | -$2.75M | 4 | Nov 19, 2025 | Director |
| CRCL | Circle Internet Group, Inc. | Nov 13, 2025 | 6 | -$24.5M | 4 | Nov 17, 2025 | Director |
| CRCL | Circle Internet Group, Inc. | Aug 18, 2025 | 3 | -$6.21M | 4 | Aug 20, 2025 | Director |
| CRCL | Circle Internet Group, Inc. | Jun 6, 2025 | 8 | -$1.47M | 4 | Jun 9, 2025 | Director |
| CRCL | Circle Internet Group, Inc. | Jun 4, 2025 | 0 | $0 | 3 | Jun 4, 2025 | Director |
| CUBI | Customers Bancorp, Inc. | Mar 17, 2025 | 1 | $31.7K | 4 | Mar 19, 2025 | Director |
| CUBI | Customers Bancorp, Inc. | Dec 16, 2024 | 1 | $33.4K | 4 | Dec 17, 2024 | Director |
| CUBI | Customers Bancorp, Inc. | Sep 16, 2024 | 1 | $30.2K | 4 | Sep 17, 2024 | Director |
| CUBI | Customers Bancorp, Inc. | Jun 17, 2024 | 1 | $27.5K | 4 | Jun 18, 2024 | Director |
| CUBI | Customers Bancorp, Inc. | Mar 15, 2024 | 1 | $30.5K | 4 | Mar 18, 2024 | Director |
| CUBI | Customers Bancorp, Inc. | Dec 15, 2023 | 1 | $40.4K | 4 | Dec 18, 2023 | Director |
| CUBI | Customers Bancorp, Inc. | Sep 15, 2023 | 1 | $26.3K | 4 | Sep 18, 2023 | Director |
| CUBI | Customers Bancorp, Inc. | Jun 15, 2023 | 1 | $20.6K | 4 | Jun 15, 2023 | Director |
| GDOT | GREEN DOT CORP | May 25, 2023 | 1 | $0 | 4 | May 30, 2023 | Director |
| CUBI | Customers Bancorp, Inc. | Mar 15, 2023 | 1 | $13.6K | 4 | Mar 16, 2023 | Director |
| CUBI | Customers Bancorp, Inc. | Dec 15, 2022 | 1 | $22.2K | 4 | Dec 15, 2022 | Director |
| CUBI | Customers Bancorp, Inc. | Sep 28, 2022 | 0 | $0 | 3 | Oct 12, 2022 | Director |
| GDOT | GREEN DOT CORP | May 19, 2022 | 2 | -$181K | 4 | Jun 1, 2022 | Director |
| GDOT | GREEN DOT CORP | Nov 9, 2021 | 1 | -$279K | 4 | Nov 10, 2021 | Director |
| GDOT | GREEN DOT CORP | May 27, 2021 | 1 | $0 | 4 | Jun 1, 2021 | Director |