Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| COMMERCIAL METALS Co | 1,170,459 | reported | 23 Oct 2017 | tx 91+2,849,171−1,068,647 |
| Trinseo PLC | 52,187 | reported | 12 May 2026 | tx 20+119,508−59,235 |
| Arcosa, Inc. | 19,931 | reported | 13 May 2026 | tx 9+19,931 |
| PNC FINANCIAL SERVICES GROUP, INC. | 8,567 | reported | 23 Apr 2025 | tx 8+8,756 |
| KENNAMETAL INC | 6,898 | reported | 15 Aug 2025 | tx 56+68,567−28,198 |
| LONE STAR TECHNOLOGIES INC | 0 | reported | 14 Jun 2007 | tx 18+81,000−193,795 |
| Spectra Energy Corp. | 0 | reported | 27 Feb 2017 | tx 7+20,508−23,346 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 12 May 2026 | OTHER | Trinseo PLC | 42,484 | — | |
| 13 May 2026 | GRANT_AWARD | Arcosa, Inc. | 1,087 | 0.00 USD | |
| 15 Aug 2025 | EXERCISE | KENNAMETAL INC | 5,566 | 21.02 USD | |
| 15 Aug 2025 | TAX_WITHHOLDING | KENNAMETAL INC | 170 | 21.02 USD | |
| 15 Aug 2025 | EXERCISE | KENNAMETAL INC | 1,773 | 0.00 USD | deriv |
| 15 Aug 2025 | EXERCISE | KENNAMETAL INC | 1,860 | 0.00 USD | deriv |
| 15 Aug 2025 | GRANT_AWARD | KENNAMETAL INC | 6,898 | 0.00 USD | deriv |
| 15 Aug 2025 | EXERCISE | KENNAMETAL INC | 1,933 | 0.00 USD | deriv |
| 25 Jun 2025 | GRANT_AWARD | Trinseo PLC | 42,484 | 0.00 USD | |
| 21 Jun 2025 | TAX_WITHHOLDING | Trinseo PLC | 10,327 | 3.73 USD | |
| 14 May 2025 | GRANT_AWARD | Arcosa, Inc. | 1,581 | 0.00 USD | |
| 23 Apr 2025 | GRANT_AWARD | PNC FINANCIAL SERVICES GROUP, INC. | 1,207 | 0.00 USD | deriv |
| 15 Aug 2024 | EXERCISE | KENNAMETAL INC | 4,766 | 25.00 USD | |
| 15 Aug 2024 | TAX_WITHHOLDING | KENNAMETAL INC | 145 | 25.00 USD | |
| 15 Aug 2024 | GRANT_AWARD | KENNAMETAL INC | 5,800 | 25.00 USD | deriv |
| 15 Aug 2024 | EXERCISE | KENNAMETAL INC | 1,859 | 0.00 USD | deriv |
| 15 Aug 2024 | EXERCISE | KENNAMETAL INC | 1,772 | 0.00 USD | deriv |
| 15 Aug 2024 | EXERCISE | KENNAMETAL INC | 1,135 | 0.00 USD | deriv |
| 21 Jun 2024 | GRANT_AWARD | Trinseo PLC | 41,009 | 0.00 USD | |
| 14 Jun 2024 | TAX_WITHHOLDING | Trinseo PLC | 3,291 | 2.84 USD | |
| 08 May 2024 | GRANT_AWARD | Arcosa, Inc. | 1,485 | 0.00 USD | |
| 24 Apr 2024 | GRANT_AWARD | PNC FINANCIAL SERVICES GROUP, INC. | 1,075 | 0.00 USD | deriv |
| 15 Aug 2023 | TAX_WITHHOLDING | KENNAMETAL INC | 129 | 25.99 USD | |
| 15 Aug 2023 | EXERCISE | KENNAMETAL INC | 4,252 | 25.99 USD | |
| 15 Aug 2023 | EXERCISE | KENNAMETAL INC | 1,772 | 0.00 USD | deriv |
4 purchases reported after at least 12 months of silence — most recent on 21 Apr 2023.