Disclosed positions

Estimated from their latest filings — positions may have changed since

$9.48M

combined est. value

Stock	Shares	Price	Value	Weight	As of
SNDKSandisk Corp	4,750	$1,915.92	$9.10M	96%	2025-11-18
BWINBaldwin Insurance Group, Inc.	14,445	$26.50	$382.8K	4%	2026-07-01

SNDK

Sandisk Corp

$9.10M

4,750 sh

BWIN

Baldwin Insurance Group, Inc.

$382.8K

14,445 sh

All filings on record

Every Form 4 transaction we track for this filer

all 5buys 0sells 0

Stock	Transaction	Date	~6mo later
BWINBaldwin Insurance Group, Inc.	Grant — · 1,207 sh	2026-07-01	—
BWINBaldwin Insurance Group, Inc.	Grant — · 1,054 sh	2026-01-01	—
SNDKSandisk Corp	Grant — · 979 sh	2025-11-18	—
BWINBaldwin Insurance Group, Inc.	Grant — · 861 sh	2025-10-01	—
BWINBaldwin Insurance Group, Inc.	Grant — · 645 sh	2025-07-01	—

BWINGrant

2026-07-01 · Baldwin Insurance Group, Inc.

1,207

—

BWINGrant

2026-01-01 · Baldwin Insurance Group, Inc.

1,054

—

SNDKGrant

2025-11-18 · Sandisk Corp

979

—

BWINGrant

2025-10-01 · Baldwin Insurance Group, Inc.

861

—

BWINGrant

2025-07-01 · Baldwin Insurance Group, Inc.

645

—

Outcomes measure each disclosed buy against the closing price ~6 months (120 trading days) later, with the S&P 500 over the same span for context. Pre-scheduled 10b5-1 plan trades are excluded from the record. Positions are estimated from the latest reported post-transaction holdings, split-adjusted, at the latest close. Built from SEC Form 4 filings and market prices — past outcomes, not predictions or advice.