Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| SMITH A O CORP | 21,547 | reported | 11 Feb 2022 | tx 83+92,978−85,605.61 |
| MGE ENERGY INC | 1,039 | reported | 02 Mar 2026 | tx 6+3,936−1,102 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 02 Mar 2026 | GRANT_AWARD | MGE ENERGY INC | 1,039 | 0.00 USD | deriv |
| 31 Dec 2025 | OTHER | MGE ENERGY INC | 184 | — | |
| 31 Dec 2025 | EXERCISE | MGE ENERGY INC | 918 | — | |
| 31 Dec 2025 | EXERCISE | MGE ENERGY INC | 918 | 0.00 USD | deriv |
| 03 Mar 2025 | GRANT_AWARD | MGE ENERGY INC | 918 | 0.00 USD | deriv |
| 01 Mar 2024 | GRANT_AWARD | MGE ENERGY INC | 1,061 | 0.00 USD | deriv |
| 11 Feb 2022 | TAX_WITHHOLDING | SMITH A O CORP | 300 | 71.72 USD | |
| 11 Feb 2022 | EXERCISE | SMITH A O CORP | 935 | 71.72 USD | |
| 11 Feb 2022 | EXERCISE | SMITH A O CORP | 935 | 0.00 USD | deriv |
| 12 May 2021 | GIFT | SMITH A O CORP | 42 | 0.00 USD | |
| 07 Feb 2022 | GRANT_AWARD | SMITH A O CORP | 3,545 | 0.00 USD | deriv |
| 07 Feb 2022 | GRANT_AWARD | SMITH A O CORP | 840 | 0.00 USD | deriv |
| 10 May 2021 | SALE | SMITH A O CORP | 2,300 | 72.55 USD | |
| 12 Feb 2021 | GRANT_AWARD | SMITH A O CORP | 930 | 60.65 USD | |
| 12 Feb 2021 | TAX_WITHHOLDING | SMITH A O CORP | 292 | 60.65 USD | |
| 12 Feb 2021 | EXERCISE | SMITH A O CORP | 930 | 0.00 USD | deriv |
| 08 Feb 2021 | GRANT_AWARD | SMITH A O CORP | 975 | 0.00 USD | deriv |
| 08 Feb 2021 | GRANT_AWARD | SMITH A O CORP | 4,240 | 0.00 USD | deriv |
| 17 Nov 2020 | EXERCISE | SMITH A O CORP | 6,700 | 30.77 USD | |
| 17 Nov 2020 | EXERCISE | SMITH A O CORP | 7,300 | 31.67 USD | |
| 10 Nov 2020 | GIFT | SMITH A O CORP | 60 | 0.00 USD | |
| 17 Nov 2020 | SALE | SMITH A O CORP | 14,000 | 56.39 USD | |
| 17 Nov 2020 | EXERCISE | SMITH A O CORP | 6,700 | 0.00 USD | deriv |
| 17 Nov 2020 | EXERCISE | SMITH A O CORP | 7,300 | 0.00 USD | deriv |
| 13 Feb 2020 | TAX_WITHHOLDING | SMITH A O CORP | 562 | 43.96 USD |