Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 53,586 | reported | 19 Mar 2026 | tx 214+364,579−369,829 |
| XPO, Inc. | 9,916 | reported | 02 Jan 2026 | tx 13+21,189−9,916 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 19 Mar 2026 | SALE | RAYMOND JAMES FINANCIAL INC | 29,551 | 142.34 USD | |
| 02 Jan 2026 | EXERCISE | XPO, Inc. | 1,374 | 138.79 USD | |
| 02 Jan 2026 | GRANT_AWARD | XPO, Inc. | 1,357 | 0.00 USD | deriv |
| 02 Jan 2026 | EXERCISE | XPO, Inc. | 1,374 | 0.00 USD | deriv |
| 15 Dec 2025 | TAX_WITHHOLDING | RAYMOND JAMES FINANCIAL INC | 1,574 | 163.85 USD | |
| 15 Dec 2025 | TAX_WITHHOLDING | RAYMOND JAMES FINANCIAL INC | 1,217 | 163.85 USD | |
| 15 Dec 2025 | TAX_WITHHOLDING | RAYMOND JAMES FINANCIAL INC | 1,207 | 163.85 USD | |
| 15 Dec 2025 | EXERCISE | RAYMOND JAMES FINANCIAL INC | 3,264 | 0.00 USD | |
| 15 Dec 2025 | EXERCISE | RAYMOND JAMES FINANCIAL INC | 3,287 | 0.00 USD | |
| 15 Dec 2025 | EXERCISE | RAYMOND JAMES FINANCIAL INC | 3,264 | 0.00 USD | deriv |
| 15 Dec 2025 | GRANT_AWARD | RAYMOND JAMES FINANCIAL INC | 3,357 | 0.00 USD | deriv |
| 15 Dec 2025 | EXERCISE | RAYMOND JAMES FINANCIAL INC | 3,287 | 0.00 USD | deriv |
| 15 Dec 2025 | GRANT_AWARD | RAYMOND JAMES FINANCIAL INC | 3,661 | 0.00 USD | deriv |
| 02 Dec 2025 | GRANT_AWARD | RAYMOND JAMES FINANCIAL INC | 4,256 | 0.00 USD | |
| 30 Nov 2025 | TAX_WITHHOLDING | RAYMOND JAMES FINANCIAL INC | 555 | 156.54 USD | |
| 30 Nov 2025 | EXERCISE | RAYMOND JAMES FINANCIAL INC | 1,264 | 0.00 USD | |
| 30 Nov 2025 | TAX_WITHHOLDING | RAYMOND JAMES FINANCIAL INC | 467 | 156.54 USD | |
| 30 Nov 2025 | EXERCISE | RAYMOND JAMES FINANCIAL INC | 1,500 | 0.00 USD | |
| 30 Nov 2025 | EXERCISE | RAYMOND JAMES FINANCIAL INC | 1,264 | 0.00 USD | deriv |
| 30 Nov 2025 | EXERCISE | RAYMOND JAMES FINANCIAL INC | 1,500 | 0.00 USD | deriv |
| 29 May 2025 | SALE | RAYMOND JAMES FINANCIAL INC | 6,570 | 146.61 USD | |
| 02 Jan 2025 | EXERCISE | XPO, Inc. | 2,160 | 0.00 USD | |
| 02 Jan 2025 | EXERCISE | XPO, Inc. | 2,160 | 0.00 USD | deriv |
| 02 Jan 2025 | GRANT_AWARD | XPO, Inc. | 1,374 | 0.00 USD | deriv |
| 02 Jan 2025 | TAX_WITHHOLDING | RAYMOND JAMES FINANCIAL INC | 1,063 | 155.33 USD |