SEC CIK 1911202
Jones Daniel Lee
Reported ownership across 1 company, sourced from SEC Form 4 filings and updated daily.
Current Positions
| Company | Shares Owned | As Of |
|---|---|---|
| SMBCview stock → | 1,800 | 2026-02-24 |
Position History — SMBC
Reported shares owned immediately after each Form 4 transaction, over time.
Recent Filings — SMBC
| Date | Activity | Shares | Price | Owned After |
|---|---|---|---|---|
| 2026-02-24 | Grant / award | 400 | $0.00 | 1,800 |
| 2025-02-18 | Grant / award | 400 | $0.00 | 1,400 |
| 2024-02-08 | Grant / award | 500 | $0.00 | 1,000 |
| 2023-03-14 | Open-market buy | 5,000 | $39.51 | 280,000 |
| 2023-03-09 | Open-market buy | 2,495 | $42.78 | 275,000 |
| 2023-02-21 | Grant / award | 500 | $0.00 | 500 |
| 2022-07-19 | Grant / award (derivative) | 7,500 | $0.00 | 7,500 |
| 2022-04-29 | Open-market buy | 1,000 | $42.06 | 272,505 |
| 2022-02-25 | Grant / award | 271,505 | — | 271,505 |
| 2022-02-25 | Grant / award | 424 | — | 424 |
Source: SEC EDGAR Form 4 filings. For informational purposes only — not investment advice.