Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| AMERICAN ELECTRIC POWER CO INC | 125,520 | reported | 02 May 2023 | tx 159+1,334,057.05−790,156 |
| FIFTH THIRD BANCORP | 82,558.721 | reported | 21 Apr 2026 | tx 14+72,057 |
| DTE ENERGY CO | 2,448.72 | reported | 07 May 2026 | tx 7+6,319.63−1,480.26 |
| GE Vernova Inc. | 173 | reported | 20 May 2026 | tx 10+3,839−1,824 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 20 May 2026 | GRANT_AWARD | GE Vernova Inc. | 173 | 0.00 USD | deriv |
| 14 May 2026 | EXERCISE | GE Vernova Inc. | 495 | 0.00 USD | |
| 14 May 2026 | EXERCISE | GE Vernova Inc. | 495 | 0.00 USD | deriv |
| 07 May 2026 | GRANT_AWARD | DTE ENERGY CO | 1,230 | 0.00 USD | deriv |
| 21 Apr 2026 | GRANT_AWARD | FIFTH THIRD BANCORP | 2,838 | 0.00 USD | |
| 14 May 2025 | EXERCISE | GE Vernova Inc. | 1,329 | 0.00 USD | |
| 14 May 2025 | EXERCISE | GE Vernova Inc. | 1,329 | 0.00 USD | deriv |
| 14 May 2025 | GRANT_AWARD | GE Vernova Inc. | 495 | 0.00 USD | deriv |
| 08 May 2025 | GRANT_AWARD | DTE ENERGY CO | 1,180 | 0.00 USD | deriv |
| 02 May 2025 | EXERCISE | DTE ENERGY CO | 1,479.63 | 0.00 USD | |
| 02 May 2025 | OTHER | DTE ENERGY CO | 0.63 | 136.36 USD | |
| 02 May 2025 | EXERCISE | DTE ENERGY CO | 1,479.63 | 0.00 USD | deriv |
| 15 Apr 2025 | GRANT_AWARD | FIFTH THIRD BANCORP | 4,135 | 0.00 USD | |
| 16 May 2024 | GRANT_AWARD | GE Vernova Inc. | 1,329 | 0.00 USD | deriv |
| 02 May 2024 | GRANT_AWARD | DTE ENERGY CO | 1,430 | 0.00 USD | deriv |
| 16 Apr 2024 | GRANT_AWARD | FIFTH THIRD BANCORP | 4,107 | 0.00 USD | |
| 02 Apr 2024 | GRANT_AWARD | GE Vernova Inc. | 1 | — | |
| 02 Apr 2024 | GRANT_AWARD | GE Vernova Inc. | 10 | — | |
| 02 Apr 2024 | GRANT_AWARD | GE Vernova Inc. | 7 | — | |
| 04 Dec 2023 | GRANT_AWARD | DTE ENERGY CO | 1,000 | 0.00 USD | |
| 02 May 2023 | SALE | AMERICAN ELECTRIC POWER CO INC | 10,491 | 92.75 USD | |
| 01 May 2023 | TAX_WITHHOLDING | AMERICAN ELECTRIC POWER CO INC | 3,555 | 92.65 USD | |
| 01 May 2023 | TAX_WITHHOLDING | AMERICAN ELECTRIC POWER CO INC | 4,988 | 92.65 USD | |
| 18 Apr 2023 | GRANT_AWARD | FIFTH THIRD BANCORP | 11,594 | 0.00 USD | |
| 24 Feb 2023 | SALE | AMERICAN ELECTRIC POWER CO INC | 51,034 | 89.44 USD |